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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits you want to consider. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

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

  • Annuity Trust
    Receive high fixed payments with a tax-free sale, plus a 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.

  • Sale and Unitrust
    Receive immediate cash and lifetime income, plus a charitable tax deduction.

  • Unitrust
    Enjoy lifetime income with a tax-free sale, plus a charitable tax deduction.

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