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The Art of Giving
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For More Information... or a Personalized Proposal
Planned Giving involves more than deciding who receives which asset or how to transfer more to your heirs while reducing estate taxes. We help you achieve your personal financial and philanthropic goals.
Please be assured that any information you share with The Cleveland Museum of Art will be kept in the strictest confidence. The CMA does not use, share, sell, rent, or otherwise release any of the CMA data to outside institutions, and will not at anytime in the future.
Please print and complete the form below and mail to:
Director of Development
Jack Stinedurf
jstinedurf@clevelandart.org
Cleveland Museum of Art
11150 East Boulevard
Cleveland, OH 44106-1797
If you have already included The Cleveland Museum of Art in your estate plan please let us know so we may recognize your generosity and include you in the Legacy Society.
I have provided a gift for CMA by:
Bequest in my will __________________
Charitable gift annuity _______________
Life insurance policy ________________
Charitable lead trust __________________
Charitable remainder trust ____________
Retirement plan ___________
Other: _____________________________
Please specify which information you wish to receive:
___ Bequest ___ Gift of Insurance Policy
___ Charitable Gift Annuities ___ Gift of Retirement Plan
___ Deferred Gift Annuities ___ Endowment
___ Charitable Remainder Trust ___ Legacy Society
___ Charitable Lead Trust
I have a question about a gift to the Museum, please call me at _________________
Fill in the following information if you would like to receive a calculation of the charitable deduction and expected payments the income beneficiary(ies) would receive for a income for life gift:
Amount of gift ____________________
Cost basis of gift if using appreciated assets ____________________
Birth date of first beneficiary ____________________
Birth date of second beneficiary ____________________
Let us know how you would like us to contact you by providing the following information:
Name: ____________________
Address: ____________________
City & State: Zip: ____________________
Telephone number with area code: ____________________
Fax: ____________________
E-mail: ____________________
If you have any specific questions that you would like answered, enter them in the space provided below.
_________________________________________________________________
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