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Getting Started
Going Further

Meet Our Staff

Contact Us

Office of Trusts, Estates, and Gift Planning
Cornell University
130 E Seneca Street, Suite 400
Ithaca, NY 14850
Phone: 1-800-481-1865
Fax: 607-254-1204
Email:
gift_planning@cornell.edu

Disclaimer

Custom Calculation


1. Select the type of gift(s) in which you are interested:

Outright

Bequest (gift by will)

Charitable gift annuity
Support and receive a fixed income for life.

Deferred charitable gift annuity
Support and receive a deferred-income stream.

Charitable remainder unitrust
Support and receive a variable-income stream.

Charitable remainder annuity trust
Support and receive a fixed-income stream.

Grantor Lead Trust

Nongrantor Lead Trust

2. Select the type of asset(s) in 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:

Beneficiary is someone other than me or my spouse.

 

5. Your information:

*Name:

  Occupation:

  Address:

  City:

  State/Province:

  Postal Code:

  Country:

  Phone:

*E-mail:

Questions or Comments:


*All fields marked with the asterisk symbol (*) are required.