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!

• Charitable Gift Annuity (CGA)
  The immediate charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

• Charitable Deferred Gift Annuity (DCGA)
  The deferred charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

• Charitable Bargain Sales
  Sell your property at a discount, deduct the difference, and receive a lump sum or installment payments.

• Charitable Unitrust (CRUT)
  Contribute appreciated assets to the trust, pays beneficiaries a fixed %age of the value of the assets for beneficiaries' lifetimes or for a term of years.

• Charitable Annuity Trust (CRAT)
  Contribute appreciated assets to the trust, generate a fixed income stream, defer or eliminate cap gains, and reduce inheritance taxes.

• Charitable Lead Annuity Trust (CLAT)
  Greatly reduce or avoid possible gift and estate tax on trust assets passing to family. Pays a fixed amount each year to a qualified charity with remainder to family or family trust.