Gift Planning

Request Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions. * Indicates a required field. I'm not sure which gift plan works best for me. Please contact me. I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s): Charitable Gift Annuity Deferred Gift Annuity Pooled Income Fund Charitable Remainder Unitrust Charitable Remainder Annuity Trust Charitable Lead Trust I want to explore: How to make a Bequest. Ways to give Real Estate or Tangible Personal Property. Making a gift of Retirement Plan Assets. Ways to pass assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts). Making a gift with Life Insurance. Gifts of Partnership Interests or Closely-Held Stock. Amount to illustrate: $10,000 $25,000 $50,000 $100,000 $250,000 $500,000 $1,000,000 Type of asset: Please Select Cash Marketable Securities Closely-Held Stock Personal Residence Other Real Estate Partnership Interests Tangible Personal Property Retirement Plan Assets Life Insurance Other Estimated original cost of asset: Please Select 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Date of birth of income beneficiaries (if applicable): Beneficiary #1 Beneficiary #2 Please send my gift illustration by: Regular mail Fax Email Contact information: Name* Street Address* Daytime Telephone with Area Code Apt. or Suite Email City* Fax State* Zip* Security Key* To receive information on how planned gifts can benefit you and your family, just complete the form above and click the send button. Your request is strictly confidential and non-obligatory.

Development Office
1776 D Street, NW
Washington, DC 20006-5392
1-800-449-1776 | Fax: 202-628-1993
E-mail: giftplanning@dar.org

Planned Giving content and GiftTree® copyrighted © 2008 VirtualGiving.