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Personal Planned Giving Illustration Request


Some gifts to the University can bring you direct financial benefits in addition to the good feeling that comes from making an important and significant contribution to providing an outstanding Jesuit education for future generations of Fairfield students.

To request more information about a planned giving opportunity that best suits your needs and wishes, please fill out the following:

Charitable Gift Annuity

Deferred Gift Annuity

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Indicate amount to illustrate:
Gift annuity (minimum: $10,000)
Remainder trust (minimum: $100,000)

Type of asset (i.e., cash, stocks, real estate, etc.):

Estimated cost basis of asset (i.e. what did you pay for asset when you acquired it):

Dates of birth of income beneficiaries (if applicable):
(For gift annuities, no more than two beneficiaries; for charitable remainder trusts, more than two beneficiaries may be designated)

  Month
(mm)
Day
(dd)
Year
(yyyy)
Beneficiary #1
Beneficiary #2
Beneficiary #3
Beneficiary #4
Beneficiary #5
Beneficiary #6
 
Date on which income payments are to start
 
(for deferred gift annuities, starting date must be one year and one day after gift date)



Please send my gift illustration by:
Regular Mail
E-mail
Fax


Contact Information

Name:
Street Address:
Apt. or Suite:
City :
State: Zip:
Home phone with area code:
Business phone with area code:
Fax:
E-mail address:

To receive information on how gift plans with Fairfield University can benefit you and your family, just click the Send Me My Personal Illustration Button. Your request is strictly confidential and non-obligatory.