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. We hope you enjoy these presentations!

• Gift Annuity
  Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus get a charitable tax deduction.
  Go to Calculator
• Annuity Trust
  Annuity Trust
  Sell property tax-free and get high-fixed payments and a charitable tax deduction.
  Go to Calculator
• Deferred Gift Annuity
  Deferred Gift Annuity
  Benefit from higher fixed payouts that begin one year or more from the date the gift was made.
  Go to Calculator
• Part Gift and Part Sale
  Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
  Go to Calculator
• Unitrust and Sale
  Unitrust and Sale
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
  Go to Calculator
• Unitrust
  Unitrust
  Enjoy increased income with tax-free sale plus charitable tax deduction.
  Go to Calculator