Planned Gifts Calculator

Please select a presentation that shows the income and tax benefits for you, for the following planned gifts: annuity trust, gift and sale, sale and unitrust or unitrust. We hope you enjoy these presentations!

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax-free, plus take a charitable tax deduction.
  
• Annuity Trust
  Receive high fixed payments with tax-free sale of trust assets, plus take 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% of tax on gain.
  
• Sale and Unitrust
  Receive cash plus increased income from the trust. Charitable tax deduction reduces tax on gain.
  
• Unitrust
  Enjoy increased income because the trust sells the assets tax-free and you make a charitable tax deduction.