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!
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Annuity TrustReceive high fixed payments with tax-free sale of trust assets, plus take a charitable tax deduction.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Sale and UnitrustReceive cash plus increased income from the trust. Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income because the trust sells the assets tax-free and you make a charitable tax deduction.
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