Planned and Endowed Gifts

Please send me (without obligation) your individual analyses of possible life income gifts for me, based on the following information.

This gift is for the lifetime benefit of:

• Myself only My birthday is
• Myself and my spouse My birthday is
  My spouse’s birthday is
• Myself and another person My birthday is
  That person’s birthday is

Proposed amount of my gift $

I haven’t yet decided on an amount, so this is a hypothetical number that can easily be multiplied or divided.

I may use appreciated assets to fund my gift, so please use this figure as my approximate cost basis: $