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The University of Tennessee Foundation Charitable Gift Annuity Inquiry Form

 
Please complete this form and click "submit" below. The information you provide does not obligate you in any way to contribute to a gift annuity. It will simply allow us to prepare an annuity illustration that will show you the amount of annuity payments you would receive, which will be paid quarterly (March, June, September, and December), and the tax benefits available to you.
 
This form is not secure. If you wish to submit your information through a secure form, please click here and you will be redirected to our Gift Calculator page, or if you wish to discuss your situation confidentially, please call Woody Henderson at 865-974-2326.
 
1.* I am interested in an illustration for:

(payments made to you and another person for the duration of your lives OR to two other persons for the duration of their lives)
 
2.* The illustration should be in the amount of:




$
(The minimum contribution for a gift annuity is $25,000.)
 
3.* The assets contributed for the annuity would be:




:
$
 
4.* Current Income Tax Bracket:
 
5. Names and dates of birth of annuitants (those who will receive annuity payments):

First
Annuitant:










Second
Annuitant:
 
6. Your name and phone number if you are not an annuitant:

 

 * indicates required field
 



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