Planned Gift Illustration Request

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Giving Opportunities > Planned Giving

Planned Gift Illustration Request

Please prepare calculations for the following type(s) of planned gift(s). I/we understand that this request is for educational purposes only, and does not indicate a commitment by me/us to make a gift. I/we further understand that any information provided will be kept strictly confidential by the University of Minnesota Foundation.

Name(s)


Address


City	State
Zip

Phone	Fax
E-mail

GIFT INFORMATION

	Charitable Gift Annuity		Charitable Remainder Annuity Trust

	Deferred Gift Annuity, begin income in (year)		Charitable Remainder Unitrust

			Charitable Lead Trust

	$ Amount of gift being considered
	$ Approximate cost basis, (if stock or other securities)

	One life Two lives Other (trusts only)

PERSONAL INFORMATION


Name of first annuitant/beneficiary		Birth date of donor or first annuitant


Name of second annuitant/beneficiary		Birth date of second annuitant

It is my/our desire that this gift be used to benefit the following campus, college, program, or where the need is greatest: (Optional)

For more information contact:
Planned Giving
Phone: (612) 624-3333 or (800) 775-2187
Email: plgiving@umn.edu

University of Minnesota Foundation
McNamara Alumni Center
200 Oak Street Southeast, Suite 500
Minneapolis, MN 55455-2010
T E L (612) 624-3333 or (800) 775-2187
FA X (612) 625-4305
W E B www.giving.umn.edu

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