Planned Gifts Calculator

Welcome to the Planned Gifts Calculator page. This page allows you to view presentations showing the income and tax benefits for you from various gift vehicles. We hope you enjoy these presentations as you explore what may be best for your legacy.

• 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%, 70% or even 100% of tax on gain.

• Unitrust and Sale
  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.