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!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
Run illustration or learn more about a charitable gift annuity. -
Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
Run illustration or learn more about a charitable remainder annuity trust. -
Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
Run illustration or learn more about a charitable gift annuity with deferred payments. -
Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Sale and UnitrustReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Run illustration or learn more about Flip Trusts. -
UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration or learn more about Charitable Remainder Unitrusts.
- To learn more about the charitable gift annuity: https://test1191.giftlegacy.com/?pageID=12
- Calculator- https://test1191.giftlegacy.com/?pageID=152
- To learn more about a charitable remainder annuity trust: https://test1191.giftlegacy.com/?pageID=14
- Calculator- https://test1191.giftlegacy.com/?pageID=154
- If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Charitable gift annuities can also be structured in a variety of ways to allow you to take advantage of a charitable income tax deduction this year, but defer the payments until you need the income most. These types of gift annuities, known as deferred and flexible charitable gift annuities, can be excellent supplemental sources of retirement income. Contact us to learn more about how gift annuities can fit your situation.
- Calculator- https://test1191.giftlegacy.com/?pageID=155
- To learn more about Part Gift and Part Sale: https://test1191.giftlegacy.com/?pageID=16
- Calculator- https://test1191.giftlegacy.com/?pageID=157
- To learn more about a Sale and Unitrust: https://test1191.giftlegacy.com/?pageID=15
- Calculator- https://test1191.giftlegacy.com/?pageID=156
- To learn more about a Charitable Remainder Unitrust: https://test1191.giftlegacy.com/?pageID=13
- Calculator- https://test1191.giftlegacy.com/?pageID=153
