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This form can be used to request a charitable illustration to be prepared for a prospective donor. If the donor wishes to consider another type of trust, trust asset or gift option, please call our office to discuss the prospective gift in more detail.

The illustration you will receive will show annual income payments to the income beneficiaries at the maximum payout rate available. Quarterly and semi-annual income payments are also possible. Click on the Submit button below to send the request.

Trust Type: *

Charitable Remainder annuity trust (minimum gift $50,000; cash or publicly-traded securities only).

Charitable remainder unitrust (minimum gift $100,000; $200,000 real estate)

Donor Name(s):

Names, birth dates and relationships of persons to whom payments will be made.

First Recipient's Name:

First Recipient's Age/Date of Birth:

Relationship to Donor:

Second Recipient's Name:

Second Recipient's Age/Date of Birth:

Relationship to Donor:

Term of Trust

Charitable remainder trusts can extend for the lifetimes of the income beneficiaries or can extend for a specific period of years (up to 20 years), or a combination of both. Please indicate the term of the proposed trust:

Term of Trust:

For a fixed period of years (please indicated number of years below)

For the lifetimes of the income beneficiaries

For the life of one beneficiary, then for a fixed period of years for the second beneficiary (please indicate number of years below)

Fixed period -- Number of Years (up to 20):

The Gift

The Gift - Please indicate the donor's proposed gift:

Cash

Mutual fund assets

Publicly-traded securities

Real Estate

Value of asset:

Approximate cost basis of gift:

Donor's marginal federal income tax rate:

Financial Representative Information

Name:

Company:

Phone:

Address1:

Address2:

City:

State:

ZIP:

Your E-mail: *

Illustration needed by:

Gift Story:

Send me a Gift Story presentation for this client.

See an example of a Gift Story Presentation. Note: Gift Story cannot be used to present a real-estate funded CRUT.

Notes:

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