Planned Giving

Personal Illustration Request Form

It takes time and effort to create an effective plan for the future. We'd like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions.

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide 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.
Making a gift of Retirement Plan Assets.
Making a gift with Life Insurance.

Amount to illustrate ($)
or please specify $

Type of asset:

Estimated original cost of asset

Dates of birth of income beneficiaries (if applicable):

Beneficiary #1's date of birth
(4 digit year please; e.g. 1977)

Beneficiary #2's date of birth
(4 digit year please; e.g. 1977)

Comments

First Name *

Last Name *
Address *
Apt or Suite
City *
State *
 Zip *
Daytime Phone Number *
(with Area Code)
Fax

E-mail Address *

* Indicates a required fields

 

 




The Catholic Diocese of Arlington
200 N. Glebe Road
Suite 811
Arlington ,VA
(703) 841-2516