Planned Gifts Calculator

Please choose an example that shows the income and tax benefits for you. You may view a Gift Annuity, Annuity Trust, Deferred Gift Annuity, Part Gift and Part Sale, Unitrust and Sale or Unitrust.

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