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Planned Giving

Request for Information

Please complete the form below, or you may contact us by phone at 262-554-6699, ext 5009 .

I would like more information regarding:
Gifts Everyone Can Make

Wills and Bequests
Gifts of Retirement Plans
Gifts of Appreciated Securities
Gifts of Life Insurance

Gifts That Pay You Income

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

Gifts That Protect Your Assets

Charitable Bargain Sale
Charitable Lead Trusts
Retained Life Estates

Other:
I am not sure which gift plan works best for me. Please contact me about my possible options.

Please note: All highlighted and starred (*) fields are required.

Name: * Address: * Address (Cont): City/State/Zip: * E-mail: Telephone: * Type of Assets: Approximate Value:

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.