Proposal Request

Tell us about your situation and we will prepare a Charitable Gift Financing proposal tailored to it. It takes about five minutes, and your progress is saved in this browser so you can finish it later.

Your answers save automatically on this device as you type.

About you

First name

Last name

Phone

Date of birth

Tax filing status

Spouse's nameLeave blank if this does not apply.

Spouse's date of birth

Tax filing stateState tax savings depend on this.

Your financial picture

Approximate figures are fine. They decide the size of the deduction, so the proposal is only as accurate as these are.

Earned income

W-2, self-employment, business income, and so on.

Approximate net worth

Short-term capital gains

Held one year or less.

Long-term capital gains

Held more than one year.

Loan repayment option

Personal guarantee (UCC1)No personal guarantee — collateralised by life insurance

Most clients choose the second. Ask us if you are unsure — it can be changed before anything is signed.

Your giving

Your top three charitable inclinationsUp to three causes, organisations, or themes that matter most to you.

Who is your financial advisor?

Who sent you this form?Optional.

Anything else we should know?Optional — proposal preferences or special instructions.

I agree to be contacted by Wealth Excel about my personalised Charitable Gift Financing proposal. I can unsubscribe at any time.

I agree

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