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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 Bargain Sale Charitable Gift Annuity Deferred Gift Annuity Retained Life Estate Charitable Remainder Unitrust Charitable Remainder Annuity Trust Charitable Lead Trusts I want to explore: Making a gift of Appreciated Securities How to make a Bequest Ways to give Real Estate Making a gift of Retirement Plan Assets in my estate or during my lifetime Making a gift with Life Insurance Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property Gift Amount : 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 Date of birth of income beneficiaries (if applicable): Beneficiary #1 Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated) Please send my personal gift proposal by: Regular mail Fax Email Phone Name * City * Street address * State * Apt. or Suite Zip * Name * Fax * Name * Email * Name * Phone * Other Comments 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. To protect your privacy, please do not include sensitive personal information in this form. When using this form, you should never submit confidential personal information, such as a credit card number.

For more information

Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.