Skip to Content

Text Resize

Planned Gifts Calculator

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

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
More

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
More

eNewsletter Sign Up

Please click on the appropriate link below to register for our weekly eNewsletter. Our eNewsletter feature current news from Washington, finance information, stories about others who have benefited from giving, calculators and more!
Donor eNewsletter
Advisor eNewsletter