Union College

Gift Planning

www.union.plannedgifts.org

Personalized Gift Calculation

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

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

* denotes a required field
   
*Name:
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
*E-mail:
Phone:
Questions or Comments: