GIFT ILLUSTRATION REQUESTGIFT ILLUSTRATION REQUEST

The following forms can be used to request a charitable illustration to be prepared for a prospective donor. The illustration packet will include a personalized illustration, informational material for the prospective donor and applications to set up the gift and perpetual fund.

Charitable Remainder Trust Illustration
Gift Annuity Illustration

To explore potential income and deduction amounts before submitting an illustration, try our Gift Calculator.

Gift Story

In addition to your illustration, you can request a Gift Story -- a new presentation tool available for use with your clients. Check the Gift Story box on the form to request a Gift Story presentation in addition to your illustration. You can view a sample of Gift Story here.

Please do not hesitate to contact the Foundation with any questions after receiving the illustration packet.