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.

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax-free, plus charitable tax deduction.
  
• Annuity Trust
  Receive high fixed payments with tax-free sale, plus charitable tax deduction.
  
• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.
  
• Part Gift and Part Sale
  Enjoy substantial cash and save 50 percent, 70 percent or even 100 percent of tax on gain.
  
• Sale and Unitrust
  Receive cash, plus increased income from trust. Charitable tax deduction reduces tax on gain.
  
• Unitrust
  Enjoy increased income with tax-free sale, plus charitable tax deduction.