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

Charitable Gift Annuity
Deferred Gift Annuity

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

I want to explore:

How to make a bequest.
Making a gift of retirement plan assets.
Passing assets to my heirs while minimizing my tax exposure (charitable lead trusts)

Amount to illustrate ($)

Type of asset:

Estimated original cost of asset

Dates of birth of income beneficiaries (if applicable):

Beneficiary #1's date of birth

Beneficiary #2's date of birth

First Name *

Last Name *

E-mail Address *