Request for Information

Please complete the form below, or you may contact us by phone at 206-712-2707.

I would like more information regarding:
Gifts Anyone Can Afford

Wills and Bequests
Gifts of Retirement Plans
Gifts from your Donor-Advised Fund
Gifts of Appreciated Securities
Gifts of Life Insurance

Gifts That Pay You Income

Charitable Remainder Unitrust
Charitable Remainder Annuity Trust

Gifts That Protect Your Assets

Charitable Lead Trusts
Retained Life Estates

Other:
I am not sure which gift plan works best for me. Please contact me about my possible options.

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Name: * Address: * Address (Cont): City/State/Zip: * E-mail: Telephone: * Type of Assets: Approximate Value:
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Request for Information