How You Can Help Home 5 How You Can Help 5 Gift Planning 5 Request a Calculation Give a Tribute Gift Become a Monthly Donor Gift Planning 5 Understanding Gift Planning 5 Ways to Give 5 What to Give 5 Compare Gift Options 5 Life Stage Gift Planner™ 5 Donor Stories 5 The Heritage Society 5 Blog 5 Financial Focus Newsletter 5 For Professional Advisors 5 Glossary of Terms 5 Contact Us 5 Request eBrochures Donor Advised Funds Corporate Partners Our Events Create a Fundraiser for Team DRI Special Campaigns 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 DRI and receive a fixed income for life. Deferred charitable gift annuity Support DRI and receive a deferred-income stream. Charitable remainder unitrust Support DRI and receive a variable-income stream. Charitable remainder annuity trust Support DRI 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
