The Lutheran Community Foundation

This form can be used to request a charitable gift annuity illustration to be prepared for a prospective donor. The illustration you will receive will show annual payments to the annuitants. Quarterly income payments are also possible. Click the Submit button below to send the request.

The LCF issues charitable gift annuities for one life or for two lives. Check one of the following:

One life

Two lives (payment to both jointly, continuing to the survivor)

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

First Recipient's Name:

First Recipient's Age/Date of Birth:

State of Residence:

Relationship to Donor:

Second Recipient's Name:

Second Recipient's Age/Date of Birth:

State of Residence:

Relationship to Donor:

Names, birth dates and states of residence of the Donors, if different from annuitants

First Donor's Name:

State of Residence:

Second Donor's Name:

State of Residence:

The Gift

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

Cash

Mutual fund assets

Publicly-traded securities

Value of gift:

Approximate cost basis of gift:

*Note in a husband-wife gift annuity funded with a stock or mutual fund, capital gains will be reported more favorably if the stock or mutual fund is in both spouses' names before gifting.

Donor's marginal federal income tax rate:

Payment Start Date:

Immediate payment

Deferred payment

If deferred, please begin payments in:

Please enter March, June, September or December of (year).

Must be defferred at least 1 year from gift date.

 

Financial Representative Information

Name:

Company:

Phone Number:

Address:

Address2:

City:

State:

ZIP:

Illustration Needed by:

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Your E-mail:

Gift Story:

Send me a Gift Story presentation for this client.

See an example of a Gift Story Presentation.

Comments: