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Information Request Form

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Name
Your Birthday
Spouse's Name
Your Spouse's Birthday
Address
City
State
Zip Code
Phone
E-mail address
 
Select all that apply
I am interested in receiving information about Charitable Gift Annuities.
I would like to hear about developing a plan for my estate.
I would like to talk with you about including PLNU in my will or living trust.
I would like information on establishing a scholarship at PLNU.
Please send me a copy of your booklet on charitable financial planning.
I am interested in having a representative come to my church for an Estate Planning Seminar/Service.
Please send me a wills kit.
I am interested in receiving a free weekly finance eNewsletter.
E-mail address
 
Select any of the following brochures you would like to receive in the mail.
"The Privilege of Giving" - A variety of opportunities for giving to Point Loma Nazarene University.
"Planning a Future" - The top ten things you need to know about estate planning.
"Introducing the Charitable Gift Annuity" - You can receive fixed payments for life, gain tax benefits, AND make a gift.
"Pooled Income Fund" - Support Point Loma Nazarene University and maintain or increase your income.
"Living Trusts" - Explains the basics of living trusts
"Reflecting on Tomorrow" - Nine different planning opportunities to enhance your future while providing a meaningful charitable gift.
"Giving Through Retirement Plans" - Minimize taxes due on retirement plans during life AND at death.
"Tax Saving and Income Producing Gifts" - Outlines the Education Unitrust and the College Annuity Option for meeting future education costs.
Refer A Friend
Please add the following additional person to your mailing list to receive estate planning information:
Their Name
Their Spouse's Name
Their Address
City
State
Zip Code
Their Phone
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Please add the following additional person to your mailing list to receive the weekly finance eNewsletter.
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