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 Centers for the Arts Bonita Springs in mind. If you have already made the decision to include the Centers for the Arts 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 Centers for the Arts 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
Deferred Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

Testamentary Life-Income
Charitable Bargain Sale
Charitable Lead Trusts
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: Mail Email Fax

My Contact Information:

Street Address:
Zip Code:

Daytime Phone: