Planned Gifts Calculator

Please select a presentation that shows the income and tax benefits for you. 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 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.