Charitable Gift Annuity Illustration Request Form Charitable Gift Annuity Illustration Request Form PhoneThis field is for validation purposes and should be left unchanged.About you the donor(s)Donor #1 name(Required) First Middle Last Suffix Donor #1 birthdate(Required) Donor #2 name First Middle Last Suffix Donor #2 birthdate State of Residency(Required)Type and amount of asset you will useIf you are using cash to fund this CGA, what is the deposit amount?If you are using a non-cash asset to fund this CGA, what is that non-cash asset?What is today's approximate value of this asset?What is the cash basis of this asset?Type of Gift Annuity - Please choose Immediate, Deferred, or Flexible DeferredOption 1: Immediate Immediate Interval of payment Quarterly Semi-Annually Annually If annually, which month and day do you choose? Month Day Year Option #2: Deferred Deferred Deferred to when? Month Day Year Option #3: Flexible Deferred Flexible Deferred Earliest start date? Month Day Year Approximate date you expect to make this gift: Month Day Year
