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Home » Friends Foundation » Planned Giving » Request for Information

Planned Giving: Request for Information

Planned Giving

I/We would like additional information on the following types of planned giving tools:

Will Bequests
Life Income Agreements (gift annuities/charitable remainder trusts)
Life Insurance
Checking Accounts/Savings Accounts/CDs
Retirement Plans
Gifts of Stock or other highly appreciated assets
Other Information (Please list below):

If you would like a sample illustration of what a gift annuity might look like for you, please provide the following information:

TYPE OF ANNUITY
Single life (guaranteed payments for life to benefit one person)

Name:
Date of Birth:

Two lives (payments first benefit two persons, and then the survivor for life)

Name 1:
Date of Birth:

Name 2:
Date of Birth:

PROPOSED ANNUITY AMOUNT
($5,000 minimum)

Cash:
Appreciated Securities:
(approximate value)
Cost basis:
(what you originally purchased the asset for)

Please forward the information to:

First Name:
Last Name: 
Address:
City:
State:
Zip:
Phone Number:
Best time to call:
E-mail:

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