Request for Information

Please complete the form below, or you may contact us by phone at (212) 564-8854.

I would like more information regarding: Leaving a gift in my will. Appreciated Securities. Gifts of Life Insurance. Gifts through my IRA.
Gifts Anyone Can Make

Wills and Bequests
Gifts of Retirement Plans
Gifts from your Donor-Advised Fund
Gifts of Appreciated Securities
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Personal Property

Gifts That Pay You Income

Charitable Gift Annuities
Deferred Gift Annuities
Pooled Income Fund
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

Gifts That Protect Your Assets

Charitable Bargain Sale
Charitable Lead Trusts
Retained Life Estates

Other:
I am not sure which gift plan works best for me. Please contact me about my possible options.

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Name: * Address: Address (Cont): City/State/Zip: E-mail: * Telephone: * Type of Assets: Approximate Value:

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.