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 an immediate tax deduction and receive income that is partially tax-free.
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Annuity TrustReceive high fixed payments with a tax-free sale and charitable tax deduction.
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Deferred Gift AnnuityEstablish a deferred gift annuity and benefit from fixed payouts starting on a future date of your choice.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70%, and even 100% of tax on gain.
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Unitrust and SaleReceive cash plus increased income from a trust! Charitable tax deductions reduce tax on gain.
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UnitrustEnjoy increased income with a tax-free sale plus and charitable tax deduction.
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