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*First Name:
Middle Initial:
*Last Name:
Sreet Address:
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*E-mail Address:
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Affiliation to Clarkson: Alumnus - Class Year
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Please send the following Material:
Workbooks:

Estate Planning Organizer
Gift Planning with Non-cash Assets
Personal Affairs Organizer
Philanthropic Planner
Will a Gift-With-Income Plan Work for Me

Gift Planning Fact Sheets:
Cash, Checks & Credit Cards
Charitable Bequest Language
Charitable Lead Trusts
Charitable Remainder Trusts
Clarkson Charitable Gift Annuities
Clarkson Deferred Gift Annuities
Clarkson Pooled Life Income Fund
Closely Held Businesses
Intellectual Property
Life Insurance
Real Estate
Retained Life Estates
Retirement Plans
Savings Bonds
Stocks & Bonds
Tangible Personal Property

Other Information:
Most Recent Annie Clarkson Society Annual Report
Most Recent Annie Clarkson Society Newsletter

Please send a gift-with-income illustration based on the following information:
Amount of Gift: $
Cash   
Stock Original Cost: $
 

First Income Recipient Name:
First Income Recipient Birthdate:
Relationship: Me
Spouse
Other:

Second Income Recipient Name:
Second Income Recipient Birthdate:
Relationship: Spouse
Other:


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This web page does not provide legal or financial advice, nor it is a comprehensive review of the topics. You should consult your legal and financial advisers and Clarkson University before making or planning your gift.