- FIELD NEWS
- TOOLS AND RESOURCES
- CHARITABLE SOLUTIONS
- LCF at a Glance
- Charitable Fact Finder
- Donor Advised Dynamic Funds
- Charitable Gift Annuities
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Gift of Real Estate into Charitable Remainder Trust
- Gift of Real Estate using Life Estate Reserved
- Charitable Life Insurance
- Organizational Endowments
- Bequests
- Beneficiary Proceeds
- Leveraging Annuities with Life Insurance
- Wealth Replacement Insurance
- Scholarship Funds
- Testamentary Charitable Remainder Trust
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.