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  • Planned Gifts Calculator

    Gift 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.

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