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FREE Custom iCLAT Illustration
1. Do you CURRENTLY make recurring annual gifts to one or more charitable organizations (including to your church or other place of worship, your donor advised fund, and/or your private foundation)?
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. How much do you typically give (or plan to start giving) on a recurrring annual basis to your preferred charities (including to your church or other place of worship, your donor advised fund and/or your private foundation)?
4. What is your estimated income for the current tax year (or otherwise applicable tax year), specifically including any anticipated spike income events in the current tax year, such as a ROTH IRA conversion, large bonus/fee/commission, sale of business/assets/real property, stock options, IRD items, or large Schedule K-1 income?
5. For you, how "normal" or "common"is the level of income that you selected above in Question #4?
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 3 YEARS? If more than one event is applicable, then select the event that you think is "most likely."
9. Select your preferred type of assets for purposes of funding the iCLAT shown on your iCLAT Illustration
12. Have you ever established any of the following charitable planning tools?
15. If referred by an advisor or professional/third party, would you like us to send your iCLAT Illustration to them as well?

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.     

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