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With the following information, we will provide you with a
calculation of your benefits using a Charitable Gift Annuity
to make a charitable gift. There are other gift options that
might be better suited for your individual financial circumstances
which we will be glad to discuss with you. This is entirely
confidential and the information you provide will be held in
the strictest confidence.
Your birthdate:
If this annuity is to last for the lifetime of another person
in addition to yourself, please enter that other person's birthdate:
The dollar amount of the annuity you wish to establish:
If you wish to fund the annuity with appreciated assets, such
as stocks, please indicate the original cost or basis of the
assets (please disregard if the funding is to be with cash):
Our calculation will make assumptions as to the payout rate
and the actual date of the gift. These assumptions are simply
to give you a general idea of the income and tax benefits such
a gift will provide you. There are other variables that may
affect the actual benefits. This calculation is just a general
idea of the benefits based on the current information and market
conditions available at this time.
If you wish, you may set up the annuity now but defer the income
to a future date. If so, please indicate the age (both ages
if for two persons) at which you would like to start receiving
annuity payments.
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Please note, individual financial
circumstances will vary. The information on this site does not
constitute legal or tax advice. Donor stories and photographs
are for purposes of illustration only. As with all tax and estate
planning, please consult your attorney or estate specialist. All
material is copyrighted and is for viewing purposes only. Use
of this site signifies your agreement with the terms
of use . The content in this Gift Planning section has been
developed for Admiral Nimitz Foundation by Future
Focus . Please report any problems to section
webmaster . Revised: February 6, 2007 16:16.