ALBS - Planned Giving: Personalized Plan

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Planned Giving - Personalized Plan

Planning for the future is something we all need to do. We hope that as you do so you keep the Art League of Bonita Springs in mind. If you have already made the decision to include the Art League we can help by developing a personal plan just for you, with the gift type that will meet your needs and goals.

Filling out the form below will allow us to better prepare a plan for you.

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

I would like to consider a gift that will not only benefit the Art League of Bonita Springs, but will also provide income to me and my beneficiaries. Please include the following into my gift plan: (Select one or more)

         Charitable Gift Annuity                               Testamentary Life-Income
         Deferred Gift Annuity                                  Charitable Bargain Sale
         Charitable Remainder Unitrust                 Charitable Lead Trusts
         Charitable Remainder Annuity Trust        Pooled Income Fund

I would like information on:
How to make a Bequest.
Ways to give Real Estate.
Making a gift of Retirement Plan Assets.
Making a gift with Life Insurance.
Gifts of Stock or Tangible Personal Property

Use the following information to formulate my gift plan:
Expected gift amount:
Type of asset:
Date of birth of beneficiaries:
          Beneficiary 1:
          Beneficiary 2:

Please send my gift plan by:
Regular Mail     Email     Fax

My Contact Information:
Name

Street Address                                                       Daytime Phone


City                                                                           Fax


State                                                                        Email


Zip

Art League of Bonita Springs

26100 Old 41 Rd

Bonita Springs, FL 34135

(239) 495-8989

Fax: (239) 495-3999

Email: Plangive@artcenterbonita.org

Your request is strictly confidential and non-obligatory.

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Last Updated: 11/17/2008