Gift Planning

Custom Calculation

1. Select the type of gift(s) in which you are interested:

	Outright
	Bequest (gift by will)
	Charitable gift annuity Support and receive a fixed income for life.
	Deferred charitable gift annuity Support and receive a deferred-income stream.
	Charitable remainder unitrust Support and receive a variable-income stream.
	Charitable remainder annuity trust Support and receive a fixed-income stream.
	Grantor Lead Trust
	Nongrantor Lead Trust

2. Select the type of asset(s) with which you are considering funding the gift:

	Cash
	Securities (stocks, bonds, mutual fund shares)
	Real estate
	Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:

Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary
Beneficiary 1:

	Beneficiary is someone other than me or my spouse.
Beneficiary 2:

	Beneficiary is someone other than me or my spouse.

5. Your information:

Questions or Comments:

*All fields marked with the asterisk symbol (*) are required.