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With the following information, we will provide you with
a calculation of your benefits using a Charitable Gift Annuity to make a charitable
gift. There are other gift options that might be better suited for your individual
financial circumstances which we will be glad to discuss with you. This is entirely
confidential and the information you provide will be held in the strictest confidence.
Your birthdate:
If this annuity
is to last for the lifetime of another person in addition to yourself, please
enter that other person's birthdate:
The dollar amount of the annuity you wish to establish:
If you wish to fund the annuity with appreciated assets, such as stocks,
please indicate the original cost or basis of the assets (please disregard if
the funding is to be with cash):
Our calculation will make assumptions as to the payout rate and the actual
date of the gift. These assumptions are simply to give you a general idea of the
income and tax benefits such a gift will provide you. There are other variables
that may affect the actual benefits. This calculation is just a general idea of
the benefits based on the current information and market conditions available
at this time.
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Please note, individual financial circumstances
will vary. The information on this site does not constitute legal or tax advice.
Donor stories and photographs are for purposes of illustration only. As with all
tax and estate planning, please consult your attorney or estate specialist. All
material is copyrighted and is for viewing purposes only. Use of this site signifies
your agreement with the terms of use . The content in
this Planned Giving section has been developed for Wisconsin Public Radio by Future
Focus under an exclusive licensing arrangement with MajorGiving.com, LLC.
Please report any problems to section
webmaster . Revised: December 12, 2005 10:59.