Terms & Conditions Planned Giving Welcome to Planned GivingOptions for Giving Gifts by WillBeneficiary DesignationsGifts That Pay You IncomeGifts That Protect Your AssetsGifts from Retirement PlansGifts by Estate NoteWhat to GiveWhat to Give Cash, Checks, and Credit CardsBeneficiary DesignationsGifts of Appreciated SecuritiesGifts from Retirement PlansGifts of Life InsuranceTangible Personal PropertyGifts of Real EstateClosely Held Business StockDonor StoriesResources How Do We Use Your Gifts?Most Popular OptionsGift Intention FormBequest LanguageLife Stage Gift Planner™Compare Gift OptionsRequest a CalculationBeneficiary DesignationsGlossaryBlogContact Us Newsletter Sign-Up Request eBrochures Share Your Plans Request a Calculation This page utilizes javascript to validate form input in your browser. Unfortunately, javascript is not enabled on your browser and this feature will not work 1. Select the type of gift(s) in which you are interested: Outright Bequest (gift by will) Charitable gift annuity Support Catholic Charities and receive a fixed income for life. Deferred charitable gift annuity Support Catholic Charities and receive a deferred-income stream. Charitable remainder unitrust Support Catholic Charities and receive a variable-income stream. Charitable remainder annuity trust Support Catholic Charities and receive a fixed-income stream. 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: Age: 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. Disclaimer
