Planned Gifts 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!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus receive a charitable tax deduction.
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Annuity TrustReceive high fixed payments with a tax-free sale and benefit from 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 and save 50%, 70% or even 100% of tax on the gain.
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Charitable Unitrust and SaleReceive cash plus increased income from the trust and a charitable tax deduction that reduces tax on gain.
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Charitable UnitrustEnjoy increased income with a tax-free sale plus benefit from a charitable tax deduction.
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