Request a Calculation 1. Select the type of gift(s) in which you are interested: Outright Bequest (gift by will) 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 2. Select the type of asset(s) with which you are considering funding the gift: Cash Securities (stocks, bonds, mutual fund shares) Other (please specify) 3. Gift amount and cost basis: 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: 4. Age(s) or birth date(s): Enter the age or birth date for each beneficiary Beneficiary 1: Beneficiary is someone other than me or my spouse. Beneficiary 2: Beneficiary is someone other than me or my spouse. 5. Your information: * Name: Occupation: Address: City: State/Province: Postal Code: Country: Phone: * E-mail: Questions or Comments: *All fields marked with the asterisk symbol (*) are required. Back © Pentera, Inc. Planned giving content. All rights reserved.Disclaimer
