Planned Gifts Calculator

Select one or more of the various planned giving tools below and enter your information to learn the income and tax benefits for you. We hope you enjoy these presentations. Please contact us for a more detailed illustration for your specific situation!

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus a charitable tax deduction.
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• Deferred Gift Annuity
  Reap higher fixed payouts by deferring them to a date more than one year from the gift.
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• Annuity Trust
  Receive high fixed payments along with tax-free sale of assets funding the Annuity Trust plus a charitable tax deduction.
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• Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or more of tax on gain.
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• Unitrust and Sale
  Receive cash plus increased income over time, with a Charitable tax deduction and reduced capital gain tax.
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• Unitrust
  Enjoy increased income over time, along with tax-free sale and a charitable tax deduction.
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