Hillsdale College - Request a Proposal

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If you would like a complimentary and personal illustration of a charitable gift annuity, charitable remainder trust or pooled-income fund prepared for you, please provide the following information below.

Personal Information

Name:
Address:
City:
State:
Zip:
Phone:

A. Gift Plan (Note: If you would like comparative analyses, please check each plan.)

Pooled Income Fund ($1,000 suggested minimum).

Gift Annuity ($5,000 suggested minimum).

Charitable Remainder Trust ($50,000 suggested minimum).

B. Gift Amount $

Cash

Securities

If securities, please indicate the following:
cost basis (the total price you paid)
date(s) acquired by you

C. Income Recipients

Name	Date of Birth

(Note: Gift Annuities may provide income to not more than two individuals.)

All proposals are held in the strictest confidence. There is no cost or obligation associated with the proposal.

Besides submitting this form electronically, you may also mail or fax a printout of this form to Bill Phillips, Executive Director, Office of Gift & Estate Planning, Hillsdale College, Hillsdale, MI 49242. Phone: 800-334-8904. Fax: 517-607-2661