Request a Calculation

1. Select the type of gift(s) in which you are interested:
Bequest (gift by will)Charitable gift annuity- Support the Archdiocese and receive a fixed income for life.Deferred charitable gift annuity-Support the Archdiocese and receive a deferred-income stream.Charitable remainder unitrust-Support the Archdiocese and receive a variable-income stream.Charitable remainder annuity trust-Support the Archdiocese and receive a fixed-income stream.Grantor Lead TrustNongrantor Lead Trust

2. Select the type of asset(s) with which you are considering funding the gift:
CashSecurities (stocks, bonds, mutual fund shares)Real estateOther (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: (required)

Occupation:

Address:

City:

State/Province:

Postal Code:

Country:

Phone:

Email:

Questions or Comments:

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