Request for Information Please complete the form below, or you may contact us by phone at 315-279-5262. I would like more information regarding: Gifts Anyone Can Make Wills and Bequests Gifts of Retirement Plans Gifts from your Donor-Advised Fund Gifts of Appreciated Securities Gifts of Life Insurance Gifts of Real Estate Other Other: I am not sure which gift plan works best for me. Please contact me about my possible options. Please note: All starred (*) fields are required. Name: * Address: Address (Cont): City/State/Zip: E-mail: * Telephone: * Type of Assets: Approximate Value:
