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!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax-free plus charitable tax deduction.
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Annuity TrustReceive high fixed payments with tax-free sale plus charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70%, or even 100% of tax on gain.
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Sale and UnitrustReceive cash plus increased income from trust. Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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Beneficiary Designation
A beneficiary designation is the act of naming the person who will inherit an asset in the event of your passing. Examples include financial accounts, retirement accounts, life insurance policies, and trusts.
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