Planned Giving Information Request at Wheeler Mission Ministries

Name

First Last

Email

Phone

Work Phone

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

I think I’d like some additional information regarding:

Additional Comments or Requests

Please choose how you would like to receive the information:

Please mail to above mailing address.
Please email me at the above email address.

If you would like to actually speak to someone about your benefits from creating a Charitable Gift Annuity, please call us at 317-635-3575. Or you may call Jim Gillespie directly at 317-445-8870. If you prefer online communication, you may complete the following information and submit it to us.

Your birthdate:

If this annuity is to last for the lifetime of another person in addition to yourself, please enter that other person’s birthdate:

The dollar amount of the annuity you wish to establish:

If you wish to fund the annuity with appreciated assets, such as stocks, please indicate the original cost or basis of the assets (please disregard if the funding is to be with cash):

Our calculation will make assumptions as to the payout rate and the actual date of the gift. These assumptions are simply to give you a general idea of the income and tax benefits such a gift will provide you. There are other variables that may affect the actual benefits. This calculation is just a general idea of the benefits based on the current information and market conditions available at this time. If you wish, you may set up the annuity now but defer the income to a future date. If so, please indicate the age (both ages if for two persons) at which you would like to start receiving annuity payments.

Your age at payment start:

Second person’s start age:

Comments

This field is for validation purposes and should be left unchanged.

Planned Giving Information Request

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