Planned Gifts Calculator

Please select a presentation that shows the potential income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, and sale. This is not intended as legal or financial advice. Please consult with your personal accountant, tax attorney or financial planner for specific benefits that might be beneficial based on your situation.

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

• Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.

• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.

• Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

• Unitrust and Sale
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

• Unitrust
  Enjoy increased income with tax-free sale plus charitable tax deduction.