Confirm Illustration | Church of the Brethren

Title: *

Full name:

Please enter the full name of the donor as you would like it to appear on the report. (e.g. "Mr. and Mrs. Walters", "Betty Wilson", "Jim")

Donor #1 Name:

Enter the name of the potential beneficiary. This is generally the first name of the beneficiary, however, any designation may be used (perhaps "Dr. Smith" or "Mrs. Jones").

Donor #1 Birthdate:

Format: 05/27/2021

Enter the date of birth of the beneficiary. It should be entered as month/day/year. The age shown on the screen and used in the calculation will be age closest birthday.

Gift amount: * $

Enter the combined fair market value of all assets you would like to transfer. You may enter with or without commas and and with or without a dollar sign.

Gift date:

Format: 05/27/2021

Please enter the date you wish to make the gift in month/day/year format.

Payment frequency:

Please select the payment frequency for payments from the drop-down list.

First payment date:

Format: 05/27/2021

If left empty, this will calculate automatically.

Prorate or Full payment:

Will the first payment in the first year be prorated for the remaining year or will a full payment for the period be made. Select from the drop-down list.