Planned Giving Calculator

These calculators are being offered for education purposes only. They are not intended to serve as legal or tax advice. Please consult with your professional advisor(s) for applicability to your personal circumstances. If you have any questions, please contact us.

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