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
Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)
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:
Enter the age or birth date for each beneficiary
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
Beneficiary 2:
Questions or Comments:
*All fields marked with the asterisk symbol (*) are required.
Back
© Pentera, Inc. Planned giving content. All rights reserved.Disclaimer
