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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 needs and goals. In the meantime, feel free to contact us with any questions.

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

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 Bargain Sale
Charitable Gift Annuity
Deferred Gift Annuity
Retained Life Estate
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Charitable Lead Trusts
Testamentary Life-Income

I want to explore:
Making a gift of Appreciated Securities
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

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

Please send my personal gift proposal by:

U.S. mail Fax Email Phone

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Other Comments

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