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 Gift Annuity Deferred Gift Annuity Growth & Income Fund	Charitable Remainder Unitrust Charitable Remainder Annuity Trust

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.
	Ways to pass assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts).
	Making a gift with Life Insurance.
	Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property.

Gift Amount :
Type of asset:	Please Select Cash Marketable Securities Closely-Held Stock Personal Residence Other Real Estate Partnership Interests Tangible Personal Property Retirement Plan Assets Life Insurance Other
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:
Regular mail Fax Email Phone

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Apt. or Suite	Zip *

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	Confirm E-mail Address *

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Other Comments

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