Planned Gifts

Planned Gifts

Planned Gifts Calculator

Gift Calculator

Select an example below that details the income and the benefits for you and/or your loved ones. Please contact us if you have any questions.

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

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

  • Gift Annuity
    Benefit from fixed payouts that are partially tax free and income tax deductible.

  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from your gift.

  • Sale and Unitrust
    Receive cash plus increased income from a trust. The charitable tax deduction reduces tax on gain.

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

We offer a free wills kit, which provides information on estate planning, selecting a qualified attorney, sample bequest language and more.
We offer a free e-newsletter, which features up-to-date information on finances, health care, Social Security, estate planning and more.
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The purpose of these web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.

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