Planned Giving

Request a Calculation

1. Select the type of gift(s) in which you are interested

	Outright
	Bequest (gift by will)
	Charitable gift annuity Support Wake Forest and receive a fixed income for life.
	Deferred charitable gift annuity Support Wake Forest and receive a deferred-income stream.
	Charitable remainder unitrust Support Wake Forest and receive a variable-income stream.
	Charitable remainder annuity trust Support Wake Forest and receive a fixed-income stream.

2. Select the type of asset(s) in 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:


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