Guide to Giving

Personalized Gift Calculation

1. Select the type of gift(s) that interest you:

Outright
Bequest (gift by will)

Charitable gift annuity Support IU and receive a fixed income for life
Deferred charitable gift annuity Support IU and receive a deferred-income stream
Charitable remainder unitrust Support IU and receive a variable-income stream
Charitable remainder annuity trust Support IU and receive a fixed-income stream

 

2. Select the type of asset(s) that might fund 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 to fund the gift

 

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:
*Required field

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