Millikin University
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Investment Giving Information Request Form

 

There is no obligation on your part in requesting information or a personal analysis of your financial circumstances. Any information provided by you will be maintained in strict confidence. Responses by us are for your informational purposes only.

This is a secure form. However, if you prefer to mail or fax this information to us, please fill out the form, then print and send it to us.

Personal Information
Name:
Address:
City
State
Zip
Title:
E-Mail:
Home Phone:
Work Phone:


Information Request

Please send me information regarding:

The Millikin Fund
Advancing the Vision Campaign
Gifts of Appreciated Securities
Gifts of Real Estate
Bequests
Gifts of Life Insurance
Charitable Remainder Trusts
Charitable Gift Annuities
Charitable Lead Trusts
Gifts of Retirement Plan Assets


Are you currently considering a gift?


Yes
No
Uncertain



Would you like to inform us of a bequest or other gift?


Yes, I have made a bequest or other investment gift and would be pleased to have my name included as a donor.

Yes, I have made a bequest or other investment gift but I prefer to remain anonymous.


Additional Comments or Requests


Add to Mailing List
Yes - please mail to above postal address.
Yes - please e-mail me as above.
No thank you.


Calculation Request

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With the following information, we will provide you with a calculation of your benefits using a Charitable Gift Annuity. There are other gift options that might be better suited for your individual financial circumstances which we will be glad to discuss with you. The information you provide will be held in the strictest confidence.

Your birthdate:

If this annuity is for yourself and another person, please enter that other person's birthdate:

The dollar amount of the annuity you wish to establish:

If you wish to fund the annuity with appreciated assets, such as stocks, indicate the original cost or basis of the assets (disregard if the funding is to be with cash):

Our calculation will make assumptions as to the payout rate and the actual date of the gift. These assumptions will give you a general idea of such a gift's income and tax benefits. Other variables may affect the actual benefits. This calculation is a general idea of the benefits based on current information and market conditions.

It is possible to set up the annuity now but defer the income to a future date. If you are interested in this, please indicate the age (both ages if for two persons) at which you would like to start receiving annuity payments.
Your age at payment start:
Second person's start age:

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 This button resets the form fields (erases all information).
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