AABGU's Charitable Gift Annuity rates are among the highest in the country (see CGA Rates). Those aged 65 and older will receive the greatest benefit. Younger than 65? Find out about a deferred CGA. Establish a CGA for yourself or a loved one and you will receive high, fixed-rate lifetime income — much of which will be paid to you tax-free.

Please fill out this form completely to receive your CGA illustration. You are under no obligation to participate in the program.

TYPE OF ANNUITY (Select Single Life or Two Lives):

  (payments for life to benefit one person)

Full legal name:

Date of Birth*
(MM/DD/YYYY)

  (payments first benefit two persons, and then survivor for life)

Full legal name #1:

Date of Birth*
(MM/DD/YYYY)

Full legal name #2:

Date of Birth*
(MM/DD/YYYY)

Relationship to each other:

*Your full birthdate is required to determine the fixed-rate and tax-free portion of your annuity contribution.

PROPOSED ANNUITY CONTRIBUTION AMOUNT ($10,000 minimum)

         

Cash: or Securities: (Cost Basis: )

PLEASE FORWARD THE AABGU GIFT ANNUITY BENEFITS ILLUSTRATION TO:
Name:

Address line 1:

Address line 2:

City:

State:

ZIP Code:

Phone number*:

Best time to call:

Fax number:

E-mail address*:

How did you hear about AABGU's CGA program:

  Yes, I would like to opt in to receive e-mail from AABGU.

This information will be treated with complete confidentiality and you are under no obligation to participate in the program.

If you have any questions, please contact AABGU's Department of Donor Affairs at (800) 962-2248 or e-mail plannedgiving@aabgu.org. You can also download a PDF of this form and return it by fax to (212) 302-6443 Attn: Julie Hirsh.