Planned Gifts Calculator
Please select an illustration 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 these illustrations are helpful!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax-free plus a charitable tax deduction.
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Annuity TrustReceive high fixed payments with a tax-free sale plus a charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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Part Gift and Part SaleEnjoy substantial cash proceeds and save 50%, 70% or even 100% of the tax on gains.
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Unitrust and SaleReceive cash plus increased income from your trust. Charitable tax deduction reduces the tax on gains.
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UnitrustEnjoy increased income with a tax-free sale plus a charitable tax deduction.
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