If you don’t have access to planned giving calculations software, allow us to crunch the numbers for you with a quick turnaround.

Gift Annuity Proposals
Gift annuity proposals contain the documentation you need to present your gift annuity calculations to a donor in a proposal format.

Gift Annuity Agreements
Gift annuity agreements contain the data that your donor has agreed to, and prepared documentation to close your gift.

Gift Annuity Proposals: $50
Gift Annuity Agreements: $100

To request your proposal or agreement call Client Services at 888-474-2252 or send us an email.