Request illustrations of charitable gift annuities and trusts for your clients
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 .