Gift Calculator
 
 
 
 
 

Gift Annuity Agreement

Create your Gift Annuity Agreement by choosing your state of residence and answering the questions from the list below. If you have a problem downloading the agreement, you may contact our Client Services department at 800-858-6127 if you would like an agreement mailed or faxed to you.

 


 
1. Is a gift of securities or mutual fund shares being made?
 
 
2. Is any asset being gifted from a revocable trust?
 
 
3. Are all Annuitants also Donors to the Charitable Gift Annuity?
 
 
4. Does any annuitant wish for direct deposit of the annuity payments?
 
 
5. Are you going to name more than one Charitable Beneficiary as a recipient of the remainder interest of the Charitable Gift Annuity?
 
  If yes, how many additional Charitable Beneficiaries do you want to include (up to 4)?
     
       
   


Thank you for giving us the opportunity to be of service to you.