APPLICATION FOR GIFT ANNUITY
NAME: NAME OF SPOUSE STREET ADDRESS CITY STATE ZIP HOME PHONE WORK PHONE EMAIL ADDRESS
Immediate Charitable Gift Annuity Deferred Charitable Gift Annuity College Charitable Gift Annuity Choose Gift Annuity Type
SINGLE-LIFE GIFT ANNUITY* DATE OF BIRTH* JOINT-LIFE GIFT ANNUITY* DATE OF BIRTH * SOCIAL SECURITY NO: SPOUSES'S SOCIAL SECURITY NO:
ESTIMATED FEDERAL INCOME TAX BRACKET 2001 (CHECK ONE) 10% 15% 27.5% 30.5% 35.5% 39.5%
AMOUNT OF GIFT** $
Please check whether a single-life, or joint-life gift annuity and include date of birth for you and your spouse if jointlife
**By sending this request, you are asking us to prepare a proposal for a Gift annuity that will show you potential payout amount, tax deductions and tax savings based on the information you submit. Upon receipt of your request we will make arrangements to present the proposal to you at you convenience.