Request Charitable Gift Annuity Illustration

Request Charitable Gift Annuity Illustration

For a personalized illustration of how a Charitable Gift Annuity can work for you, please complete the form below. You may opt for a single or dual annuitant illustration. Please allow up to 10 business days for fulfillment of your request.
Annuitant #1:

First NameLast Name
Annuitant #1 Birthdate

MonthDayYear
Date
Annuitant #2:

First NameLast Name
Annuitant #2 Birthdate

MonthDayYear
Date
Annuitant #2 Relationship:

Other
Address

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number:

Area CodePhone Number
E-mail:
Source of Gift

You may fund your Charitable Gift Annuity with a gift of cash, stock, or through your IRA. Please note that an IRA Qualified Charitable Distribution has a maximum allowable transfer of $50,000.
Gift Amount $
Minimum $25,000; Maximum $500,000. For gifts more than $500,000, please contact PBS KVIE 916-641-3595
Source of Gift
Cash, stock, mutual fund, etc.
Source of Gift:
Stock

Complete this section if you would like to see an illustration using a stock donation.
Stock Name
Stock # of Shares
Stock Cost Basis $
Original cost of stock
The Legacy Circle is a recognition program for those who generously provide for PBS KVIE in their estate planning. This includes members who establish a Charitable Gift Annuity. Members of this program enjoy special benefits.
I would like to meet with a Planned Giving Officer (confidential video call):
My preferred contact method is:
Comments or Questions:
Please verify that you are human
Should be Empty:

Request Charitable Gift Annuity Illustration

Source of Gift

Stock