Planned Gifts Calculator

Please select a presentation to view the charitable deduction amount and the potential annual income. 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
  Receive fixed annual payments for the duration of one or two lives.
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• Annuity Trust
  Annuity Trust
  Receive fixed annual payments for the duration of one or more lifetimes or a term of years.
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• Deferred Gift Annuity
  Deferred Gift Annuity
  Receive fixed payments beginning upon a set date more than one year from the gift.
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• Part Gift and Part Sale
  Part Gift and Part Sale
  Receive proceeds on the sale portion, and a charitable income tax deduction and capital gains avoidance on the gifted portion.
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• Unitrust
  Unitrust
  Receive variable annual income, based on a fixed percentage as applied to trust assets each year, and potential capital gains avoidance for appreciated assets.
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