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!
Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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.
Enjoy increased income with tax-free sale plus charitable tax deduction.
Questions? / Contact our Gift Planning Team:Have Questions? Click here to schedule a meeting today!
Danny Ferrell »
Executive Director, Gift Planning
Tammy Wernke »
Senior Director, Gift Planning
Jennifer Morand »
Assistant Director, Gift Planning