Gift Planning
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Outright
Bequest (gift by will)
Charitable gift annuity Support the Cleveland Museum of Art and receive a fixed income for life.
Charitable remainder unitrust Support the Cleveland Museum of Art and receive a variable-income stream.
Charitable remainder annuity trust Support the Cleveland Museum of Art and receive a fixed-income stream.
Grantor Lead Trust
Nongrantor Lead Trust
2. Select the type of asset(s) with which you are considering funding the gift:
Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)
3. Gift amount and cost basis:
Enter the dollar amount of the gift you are considering:
Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:
4. Age(s) or birth date(s):
Enter the age or birth date for each beneficiary
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
Beneficiary 2:
5. Your information:
*Name
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
Phone:
*E-mail:
Questions or Comments:
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