Planned Gifts Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, gift annuity, and deferred gift annuity. For additional illustrations or questions for utilizing other non-cash assets please contact our office directly. We hope you enjoy these presentations!

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

• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.

• Unitrust
  Enjoy increased income with tax free sale plus charitable tax deduction.

• Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.

• 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.