If you don’t have access to planned giving calculations software, allow us to crunch the numbers for you with a quick turnaround. Completed proposals or completed gift agreements can be emailed or faxed to you within one business day.
Gift Annuity Proposals
Gift annuity proposals contain the documentation you need to present your gift annuity calculations to a donor in a proposal format. Enter your proposed gift into the fields below for a gift annuity proposal, or call Client Services at 888-474-2252.
Gift Annuity Agreements
Gift annuity agreements contain the data that your donor has agreed to, and prepared documentation to close your gift. Enter the gift information into the fields below for a gift annuity agreement, or call Client Services at 888-474-2252.
To request your proposal or agreement online, fill out the form below. For additional information, or if you would like a proposal for other gift types, call Client Services at 888-474-2252 or send us an email.
Fill in the applicable information below for your calculation.