Personal Illustration

An effective plan for the future takes time and effort. Let us help you build your plan by creating a personal profile of the gift type that you think might best suit your needs and goals for the future. I am not sure which gift plan works best for me. Please contact me. I want to explore how to make a gift to Brunswick School that also provides income to me and/or my beneficiaries. Specifically, I am interested in the following gift plans: Charitable Gift Annuity Deferred Gift Annuity Charitable Remainder Unitrust Charitable Remainder Annuity Trust I want to explore how to make a Bequest. I want to explore ways to give Real Estate. I want to explore making a gift of Retirement Plan Assets. I want to explore ways to pass assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts). I want to explore making a gift with Life Insurance. I want to explore gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property. Amount to illustrate: Please Select $10,000 $25,000 $50,000 $100,000 $250,000 $500,000 $1,000,000 Type of asset: Please Select Cash Marketable Securities Closely-Held Stock Personal Residence Other Real Estate Partnership Interests Tangible Personal Property Retirement Plan Assets Life Insurance Other Estimated cost basis of asset: Please Select 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Dates of birth of income beneficiaries (if applicable): Beneficiary #1 Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated) Please send my gift illustration by: Regular mail Fax Email Contact information: Name Street address Daytime telephone with Area Code Apt. or Suite Email City Fax State Zip Security Key* To receive information on how gift plans with Brunswick School can benefit you and your family, just complete the form above and click the send button. Your request is strictly confidential and non-obligatory.