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With the following information, we will provide you with a calculation
of your benefits using a Charitable Gift Annuity. For the purposes
of this illustration we will use the Charitable Gift Annuity.
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.
Age:
If this annuity is to last for the lifetime of another person
in addition to yourself, please enter that other person's age:
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.
