Request Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your philanthropic, financial, and estate planning goals. In the meantime, feel free to contact us with any questions.

I want to explore:
Making a gift of Appreciated Securities
Life Income Gifts (CGA)
How to make a Bequest
Ways to give Real Estate
Making a gift of Retirement Plan Assets in my Estate or during my lifetime
Making a gift with Life Insurance
Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):
Charitable Gift Annuity
Deferred Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Retained Life Estate
Donor Advised Fund
Charitable Bargain Sale
Charitable Lead Trusts
Testamentary Life-Income

Gift Amount :
Type of asset:
Date of birth of income beneficiaries (if applicable):
Beneficiary #1
Beneficiary #2 (For charitable remainder trusts, up to four beneficiaries may be designated)

Please send my personal gift proposal by:

Regular mail Fax Email

I'm not sure which gift plan works best for me. Please contact me.

  The best time of the day to contact me:   AM PM

Other Comments

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