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:

SpouseOther
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:*

CashIRA Qualified Charitable DistributionStock
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.

PBS KVIE is in my estate plan, please send me information on joining the Legacy Circle.PBS KVIE is in my estate plan, but I wish to remain anonymous.Please contact me about including PBS KVIE in my estate plan.
I would like to meet with a Planned Giving Officer (confidential video call):*

YesNo
My preferred contact method is:*

PhoneEmailMail
Comments or Questions:
Please verify that you are human*
Should be Empty:

Request Charitable Gift Annuity Illustration

Source of Gift

Stock