Estate Planned Giving
Thank you for considering an estate planning donation to support our mission. Please fill out the details below.
Full Name
*
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
I want to explore:
Giving through a will or a living trust
Giving retirement funds, insurance policies, and bank/brokerage accounts
Giving from a donor advised fund or a private foundation
I want to explore gifts that provide payments to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):
Charitable Gift Annuity (70 years of age minimum, one person $10,000 minimum, two people $20,000 minimum)
Pooled Income Fund (50 years of age minimum, minimum initial gift to the Fund is $5,000, subsequent gifts must be $2,500 or more)
Charitable Remainder Trusts (50 years of age minimum, $100,000 minimum gift)
Endowment
Other Comments
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