College Gift Annuity Application

OCC - Resource Development - Gift Annuity Form Stewardship Gift Annuity Online Donation GiftLaw E-Newsletter GiftLaw Front Page Article of the Month Personal Gift Calculator Ozark Christian College Gift Annuity Application (No obligation incurred to inquire) If you prefer to mail in your application you may click here to get the mail-in application form. For more information on OCC's Resource Development call 417.624.2518 ext. 2023 .........or E-mail CBennitt@occ.edu .........or write to: Colleen Bennitt Ozark Christian College P.O. Box 1866 Joplin, Missouri 64802-1866 I am: Applying for an annuity in the amount of $ Desiring information only for an annuity in the amount of $ One Life Immediate Payout Two Life Deferred Payments to begin: Month 01 02 03 04 05 06 07 08 09 10 11 12 Year 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 I plan to use the following property to fund the annuity (check all that apply): Cash Stocks Real Estate Other Assets I would like to compare my current return on this asset to an annuity. My current return is: % I may use an appreciated asset for the annuity. The cost basis of this asset is $ I would like my interest paid: Monthly Quarterly Semi-Annually Annually 1st Annuitant's Full Name 2nd Annuitant's Full Name Birthdate Month 01 02 03 04 05 06 07 08 09 10 11 12 Day 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year Birthdate Month 01 02 03 04 05 06 07 08 09 10 11 12 Day 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Year SS# SS# City City State State Zip Zip Phone Phone E-mail Address E-mail Address If the information above is correct hit "Continue", if not you may hit "Reset" to clear the form.

Gift Ideas

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Birthday Present Ideas from

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Housewarming Gift Baskets or

Housewarming Gift Baskets: real estate gift basket, housewarming gift idea, housewarming gifts Impressive Housewarming Gift Baskets or Real Estate Closing Gifts GourmetGiftBaskets.com offers wonderful housewarming gifts! If you are looking for a housewarming gift idea for a new homeowner, choose from our high quality housewarminggift baskets any new homeowner will enjoy. Every product selected for our gift baskets is the highest quality. The presentation of any of our housewarming gift baskets is unparalleled. We make sure the packaging is so impressive; the recipient may not want to open it! You just simply cannot find a more impressive selection of real estate closing gifts or housewarming gifts anywhere. Housewarming Gift Baskets Make Great Gifts Enjoy a wonderful selection of real estate gift baskets for your client or give great housewarming gift baskets to your friends and relatives to celebrate their new home. Real estate closing gifts and real estate gift baskets set you apart from other realtors and may help generate new business. For a great housewarming gift idea, browse our great selection of high-quality, upscale baskets. We have a wide variety of payment options. For ongoing purchases, we open an account for you. With one quick call, you can order a basket promptly. Our attention to detail and our amazing customer service guarantees a beautiful housewarming gift basket your recipient is sure to enjoy. Housewarming Gift Baskets New England Breakfast Gift Basket - Deluxe Price: $99.99 Tea and Cookies Gift Basket Stack Price: $37.99 Italian Gift Basket - Premium Price: $89.99 Grilling - BBQ - Marinating - Cooking Gift Basket Standard Price: $69.99 Chocolate Sweet Decadence Gift Basket - Stack Price: $49.99 New England Breakfast Gift Basket - Stack Price: $37.99 New England Breakfast Gift Basket - Deluxe Price: $99.99 Grilling - BBQ - Marinating - Cooking Gift Basket Standard Price: $69.99 Tea and Cookies Gift Stack Price: $37.99 Chocolate Sweet Decadence Gift Basket Stack Price: $49.99 Italian Gift Basket - Premium Price: $ 99.99 New England Breakfast Gift Stack Price: $37.99 Gourmet Italian Gift Baskets - Father's Day Gift Baskets - Christmas Gift Baskets - Mother's Day Gift Baskets - Easter Gift Baskets - Valentine's Day Gift Baskets - Corporate Gift Baskets - Baby Gift Baskets - Gourmet Snack Gift Baskets - New England Breakfast Gift Baskets - Texas/Tex-Mex Gift Baskets - Housewarming Gift Baskets - Sympathy Gift Baskets - Seafood Gift Baskets - Skier's Gift Baskets - Holiday Gift Baskets - Pamper Gift Baskets - Nibbler's Gift Baskets - Healthy Gift Baskets - Fun Foods Gift Baskets - Chocolate Sweet Decadence Gift Baskets - Sweets Gift Baskets - Gourmet Gift Baskets - Birthday Gift Baskets - Anniversary Gift Baskets - Gift Baskets For Man/Men - Gift Baskets For Woman/Women - Get Well Gift Baskets - Thank You Gift Baskets - Congratulations Gift Baskets - Coffee and Chocolates Gift Baskets - Cooking and Marinating Gift Baskets - Potpourri And Candle Gift Baskets - Tea And Cookies Gift Baskets - Unique Gifts - Kosher Hanukkah Gift Baskets - Gourmet Food Gift Baskets - Wine Gift Baskets - Custom Gift Baskets - Gift Baskets for Kid/Child - Romantic Gift Baskets - Pet Gift Baskets - Wedding Gift Baskets - Fruit Towers - Fruit Baskets - Cheesecakes - Kosher Gift Baskets - Partners - Same Day Gift Baskets - Flower Index - Sitemap

College Gift

Calvin College - Planning Ahead - The Tuition Gift Certificate Program Frequently Asked Questions about Calvin College Tuition Gift Certificates Home Tuition Gift Certificate Other Ways to Plan Ahead To Apply FAQ Contact Us Home FAQ Who may purchase Calvin tuition gift certificates? Anyone may purchase Calvin tuition gift certificates for anyone. You do not have to be a parent, grandparent, or relative in order to purchase a certificate for someone. You may even purchase a certificate for yourself, whether you are a current or future Calvin student. Download an application How do I designate or re-designate a tuition gift certificate beneficiary? When someone purchases a certificate, s/he must designate the beneficiary for whom s/he is purchasing the certificate. The purchaser may, at any time before the certificate expires, re-designate the beneficiary of all or some of the certificate units. This can be done by contacting the Calvin College Financial Services Office. If the beneficiary of the certificate is re-designated, the expiration date will be adjusted according to the new beneficiary’s age. The purchaser may give someone else, or even Calvin College, the power to designate or re-designate the beneficiary of the certificate. Alternatively, the purchaser may give someone a contingent power of appointment, which will permit the appointee to designate or re-designate the beneficiary only in the event that the purchaser is unable to do so because of incapacity, death, or any other reason. Do tuition gift certificates expire? Yes. The expiration date of a tuition gift certificate is determined at the time of purchase based on the age of the designated beneficiary. If the beneficiary of the certificate is re-designated, the expiration date will be adjusted according to the new beneficiary’s age. If the certificate expires before it is used, the purchaser is not entitled to a refund of the purchase price. The value of any unused, expired certificate units is credited to the Calvin College Scholarship Fund. If the purchaser has kept his/her address current in Calvin College’s records, the college will give the purchaser a charitable gift receipt for the value of those certificate units, based on tuition cost on the date that the units are credited to the Calvin College Scholarship Fund. What happens if applying tuition gift certificates to a student’s account results in a credit balance? If a student applies units to his/her account and then has a credit balance on the account, s/he has the option of carrying the credit balance forward or having a certificate reissued for the amount of the credit. No cash refunds will be given for credit balances resulting from the application of certificate units toward tuition. What if I need an itemized statement for tax purposes? Calvin College bills its students for a total amount per semester that includes tuition, room, board, fees, and miscellaneous expenses. Certificate units may be applied to part or all of the bill. The college will itemize expenses for anyone who needs an itemization for tax or gift credit purposes. Will tuition gift certificates reduce a student’s eligibility for scholarships or financial aid? Tuition gift certificates do not affect a student’s opportunity to receive merit scholarships. These scholarships are awarded on the basis of academic excellence without regard to financial resources. On the other hand, need-based scholarships and financial aid are based upon student and family resources. If a parent or student has purchased a tuition gift certificate, s/he must report it on the Calvin College Supplemental Financial Aid Form. A financial aid representative from Calvin’s Office of Scholarships and Financial Aid would be happy to discuss how the ownership of a tuition gift certificate might affect a student’s eligibility for need-based scholarships or financial aid. If a student is a beneficiary of a tuition gift certificate purchased by someone other than his or her parent or the student him/herself, the certificate is not considered a family resource. However, when the units are applied to payment of tuition, they become a resource and the student's need-based assistance will be reassessed. A financial aid representative will be happy to assist you in planning the most beneficial use of the certificate units available to you. How do I make changes to a tuition gift certificate? The certificate is documentation of the tuition units that are purchased. The official record of the certificate units resides in the Calvin College Financial Services Office . Any changes to the certificate must be made in the records of Calvin College, not merely on the paper certificate that the purchaser holds. How do I purchase a tuition gift certificate? Calvin College tuition gift certificates may be purchased only by giving the college an original, completed application form and personal check. The college cannot accept credit card payments for the certificates or a faxed application without a personal check. Financial Services Calvin College 3201 Burton Street S.E. Grand Rapids, MI 49546 (616) 526-6127 (voice) (616) 526-8480 (TTY) Fax: (616) 526-6532 finserv@calvin.edu Calvin College does not discriminate with regard to age, race, color, national origin, sex or disability in any of its education programs or activities. Go To Calvin's home page News and events Information Calvin College Contacting Calvin Admissions Search People at Calvin Departments Calvin's website Contact Angela Peterson Last updated Tuesday, August 30, 2005