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Option 1: Self-Service Calculator

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Option 2: Request a Calculation

1. Select the type of gift(s) in which you are interested:

Support and receive a fixed income for life.

Support and receive a deferred-income stream.

Support and receive a variable-income stream.

Support and receive a fixed-income stream.


2. Select the type of asset(s) with which you are considering funding the gift:


3. Gift amount and cost basis:


4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary


5. Your information:

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*All fields marked with the asterisk symbol (*) are required.

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