FREE Custom iCLAT Illustration
1. Do you CURRENTLY make charitable gifts on a recurring annual basis to one or more charitable organizations (including your church or other place of worship)?
2. If you answered "NO" for question #1, do you PLAN to start making charitable gifts on a recurring annual basis in the near future?
3. If you answered "YES" for question #1 or #2, how much do you typically give on an annual basis (or plan to give on an annual basis)to charity (including to your church or other place of worship)?
4. What is your estimated income ("AGI") for the current tax year (or next year, if applicable based on your applicable facts)? Note, the answer to this question is important because the iCLAT generates the largest amount of "accelerated" income tax savings in a year that you have a high level of income.
5. How common is the level of income ("AGI") that you selected above in Question #4 for you?
6. Please indicate whether the MAJORITY of the income described in Question #4 is attributable to any of the following types of "ORDINARY INCOME" (select all that are applicable).
7. Do you expect any of following events to occur for you in the NEXT THREE YEARS (If more than one event is applicable, then select the event that you think is most likely.):
8. Do you reside in any of the following States, which have BOTH a separate state income tax AND some form of charitable deduction at the state level? (AL, AZ, AR, CA, CO, DE, DC, GA, HA, ID, IA, KS, KY, LA, ME, MD, MN, MI, MO, MT, NE, NM, NY, NC, ND, OK, OR, RI, SC, UT, VT, VA or WI)
9. Select your preferred class of assets to fund you iCLAT.
11. Have you ever established any of the following charitable planning tools?
14. If referred by an advisor, would you like your responses from us sent to them also?

All information provided will be kept private and confidential at all times.  The sole purpose for requesting this information is so that we can promptly ascertain whether the iCLAT is an appropriate charitable planning solution for you.  You are not required to provide your name to us, or your email address for that matter.  However, email is our preferred manner of providing your iCLAT Illustration results to you.  If you prefer to remain anonymous at this time, please provide us with a fax number, or perhaps the email address or fax number of your financial planner or accountant as an alternative to send the results to you.