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You are at: Gift Planning > Planned Giving Calculators

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.

  • Gift Annuity
    Gift Annuity
    Benefit 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.
  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Deferred Gift Annuity
    Deferred Gift Annuity
    Benefit 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.
  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Sale and Unitrust
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.
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