For Professional Advisors

Planned Gift Illustration

Please prepare calculations for the following types of planned gift(s). I/we understand that this request is for educational purposes only, and does not indicate a commitment by me/us to make a gift. I/we further understand that any information provided will be kept strictly confidential by the Nebraska Community Foundation.

Name
Address
City
State
ZIP
Phone
Fax
E-mail

Gift Information

Type of Gift(s)

Charitable Gift Annuity
Deferred Gift Annuity
Begin income in (Year)
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Charitable Lead Trust

Amount of gift being considered

Amount of cost basis, if real estate, stock or other securities (optional)

# of Lives

Personal Information

Annuitant/Beneficiary #1 Birth Date (mm/dd/yyyy)

Annuitant/Beneficiary #2 Birth Date (mm/dd/yyyy)

Nebraska City Takes Action on Endowment Building

The Nebraska City Community Foundation Fund started its NCF affiliated fund in 2000. In its first five years it raised and granted over $1 million to 21 community projects. In 2005 fund leaders began planning for a permanent unrestricted endowment.

Inspiring Charitable Giving...

Investing in our Communities

For Professional Advisors

Planned Gift Illustration

Gift Information

Personal Information

Nebraska City Takes Action on Endowment Building