Planned Giving Calculators
The below planned giving calculators will help illustrate the income and tax benefits of a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale.
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Gift AnnuityGift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction. Please contact us to receive a one-life or a two-life illustration.
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Deferred Gift AnnuityDeferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift. Please contact us to receive a one-life or a two-life illustration.
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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 trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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