CONTACT INFORMATION:

name:

street address:

city, state zip:

e-mail address:

daytime phone:

fax (optional):

REQUESTED INFORMATION:

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):

Charitable Gift Annuity
Deferred Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

I want to explore:

How to make a Bequest
Ways to give Real Estate
Making a gift of Retirement
      Plan Assets
Ways to pass assets to my
      heirs while minimizing my tax
      exposure (Charitable
      Lead Trusts)
Making a gift with
      Life Insurance