Planned Giving to Catholic Charities of Los Angeles, Inc.

Planned Giving at Catholic Charities of Los Angeles, Inc.

Personal Illustration Request Form

I want to explore:

	How to make a Bequest.
	Ways to give Real Estate.
	Making a gift of Retirement Plan Assets.
	Passing assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts)
	Making a gift with Life Insurance.
	Gifts of Partnership Interests or Closely-Held Stock.

Amount to illustrate ($)	or please specify $
Type of asset:
Estimated original cost of asset
Dates of birth of income beneficiaries (if applicable):
Beneficiary #1's date of birth	(4 digit year please; e.g. 1977)
Beneficiary #2's date of birth	(4 digit year please; e.g. 1977)

Comments

First Name *	Last Name *
Address *
Apt or Suite	City *
State *	Zip *
Daytime Phone Number * (with Area Code)	Fax
E-mail Address *

* Indicates a required fields

Catholic Charities of Los Angeles, Inc.
1531 James M. Wood Boulevard
P.O. Box 15095
Los Angeles, California 90015-0095
213-251-3495 | Fax: 213-251-3497