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. Feel free to watch one, two or all of the videos listed as all provide valuable information.

We hope you enjoy these brief presentations and learn which method is best suited to your gifting needs! Should any questions arise from watching the videos, please feel free to contact us and we will be happy to talk through the options with you.

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