Planned Gifts Calculator

Please select a presentation to see the income and tax benefits for a particular gift model. 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
  Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free and may include a charitable tax deduction.
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• Annuity Trust
  Annuity Trust
  Receive high fixed payments with tax free sale plus a charitable tax deduction.
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• Deferred Gift Annuity
  Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.
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• Part Gift and Part Sale
  Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gains. Gift a portion of an appreciated asset, bypass capital gains on the gifted portion, and receive a charitable tax deduction.
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• Unitrust and Sale
  Unitrust and Sale
  Receive cash plus increased income from trust. A charitable tax deduction also reduces tax on gains.
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• Unitrust
  Unitrust
  Enjoy increased income with a tax-free sale plus a charitable tax deduction.
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