Planned Gifts Calculator

Each presentation below shows potential income and tax benefits for you depending on your gift of choice. You may view a unitrust, annuity trust, sale and unitrust or gift and sale.

• Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.

• Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

• Unitrust and Sale
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

• Unitrust
  Enjoy increased income with tax-free sale plus charitable tax deduction.