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Clarkson University
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Gift Planning
Personal Information
*First Name:
Middle Initial:
*Last Name:
Street Address:
City:
State/Province:
Postal Code:
Country:
*E-mail Address:
Phone Number (with area code):
Affiliation to Clarkson:
Alumnus - Class Year
Parent
Friend
Please send the following:
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
E2E Campaign Gift Counting Guidelines
Endowed Funds
Intellectual Property
IRA Charitable Rollover
Life Insurance
Real Estate
Retained Life Estates
Retirement Plans
Reunion Gift Counting Guidelines
Savings Bonds
Stocks & Bonds
Tangible Personal Property
The Ways We Give
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:
Questions or Comments:
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