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Planned Gifts Calculator

Gift Calculator

Discover the income and tax benefits by clicking on any of the links below to access our calculators. Choose from a range of presentations including unitrusts, annuity trusts, gift annuities, deferred gift annuities, sales and unitrusts, or gifts and sales. We trust you'll find these presentations both informative and beneficial!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

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

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

  • 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.