Request a Calculation 1. Select the type of gift(s) in which you are interested: Outright Bequest (gift by will) Charitable gift annuity Support Deferred charitable gift annuity Support Charitable remainder unitrust Support Charitable remainder annuity trust Support Grantor Lead Trust Nongrantor Lead Trust 2. Select the type of asset(s) with which you are considering funding the gift: Cash Securities (stocks, bonds, mutual fund shares) Real estate Other (please specify) 3. Gift amount and cost basis: Enter the dollar amount of the gift you are considering: Enter the cost basis of the asset (if other than cash) you are considering funding the gift with: 4. Age(s) or birth date(s): Enter the age or birth date for each beneficiary Beneficiary 1: Beneficiary is someone other than me or my spouse. Beneficiary 2: Beneficiary is someone other than me or my spouse. 5. Your information: * Name: Occupation: Address: City: State/Province: Postal Code: Country: Phone: * E-mail: Questions or Comments: *All fields marked with the asterisk symbol (*) are required. Back © Pentera, Inc. Planned giving content. All rights reserved.