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Planned Giving

IMPACT

OUR FUTURE

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    Touch the lives of others while creating a lasting legacy

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    Help us achieve our goals for current and future generations

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    Find peace of mind through a wide variety of tax benefits

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You are at: Planned Giving > Planned Gifts Calculator

Planned Gifts Calculators

Gift 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. We hope you enjoy these presentations!

  • 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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  • 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.
    Run illustration
  • Unitrust
    Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.
    Run illustration
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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.