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!

• 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.

• Donor Advised Funds
  You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

• Charitable Remainder Annuity Trust
  You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

• Gifts of Insurance
  A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

• Gifts of Stocks and Bonds
  Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.