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Foundation Charitable Gift Annuity
Foundation Charitable Gift Annuity
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Birthdate
(Required)
Month
Day
Year
Spouse's Birthdate (if joint annuity)
Month
Day
Year
Amount I’m considering for a CGA:
(Required)
$20,000
$30,000
$50,000
Other
How do you plan to fund your gift?
(Required)
Cash
QCD from IRA
Appreciated Securities
Preferred Payout Type:
(Required)
Single Life (pays fixed income to one person, donor or designated annuitant, for life)
Joint Life (pays fixed income to two people, typically spouse/partner, for life)
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Please contact me to schedule a time to talk
Comments or questions:
Questions? Contact:
Amy Bernstein Shivvers
402-334-6466
ashivvers@jewishomaha.org
