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

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.
Passing assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts)
Making a gift with Life Insurance.
Gifts of Appreciated Securities

Amount to illustrate ($)

or please specify $

Type of asset:

Estimated original cost of asset

Dates of birth of income beneficiaries (if applicable):

Beneficiary #1's date of birth

(4 digit year please; e.g. 1977)

Beneficiary #2's date of birth

(4 digit year please; e.g. 1977)

First Name *

Last Name *

Address *

Apt or Suite

City *

State *

Zip *

Daytime Phone Number *
(with Area Code)

Fax

E-mail Address *