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Choose your giving strategy. You have access to a full range of flexible giving options to start a charitable fund.

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Log on to your fund dashboard and discover resources to help you manage your charitable fund.

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Gift illustration request

The following form can be used to request a charitable illustration to be prepared for a client interested in creating a charitable gift annuity or charitable remainder trust. We will provide a personalized illustration showing annual income payments to the annuitants/income beneficiaries at the maximum payout rate available, as well as informational material and applications to set up the gift and charitable fund. To explore potential income and deduction amounts before submitting an illustration request, try our gift calculator.
Request illustrations of charitable gift annuities and trusts for your clients
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*Type of gift illustration
Is your gift annuity for (select)

Client 1 information
Are payment recipient(s) different than the client(s)?
It is possible for annuitants/income beneficiaries to be different people than donors. Please contact a Gift Planner to discuss in more detail.

Client 2 information
Are payment recipient(s) different than the client(s)?
It is possible for annuitants/income beneficiaries to be different people than donors. Please contact a Gift Planner to discuss in more detail.

Client 3 information
Are payment recipient(s) different than the client(s)?
It is possible for annuitants/income beneficiaries to be different people than donors. Please contact a Gift Planner to discuss in more detail.

Your client's gift
Please indicate your client's proposed gift:

About you
Term of charitable remainder trust
Charitable remainder trusts can extend for the lifetimes of the income beneficiaries or can extend for a specific period of years (up to 20 years), or a combination of both. Please indicate the term of the proposed trust:
Term of trust

Gift annuity details
Payment start date