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Planned Gifts Calculator

Gift Calculator

Please select a gift option below to see your income and tax benefits. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you find these presentations helpful as you consider your gift options.

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

  • Annuity Trust
    Receive high fixed payments with a tax free sale plus receive 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% off the taxable gain.

  • Unitrust and Sale
    Receive cash plus increased income from a trust and a charitable tax deduction to reduce taxable gain.

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