Support a cause that's important to you with a planned gift.
Put your assets to work with our tax-efficient charitable strategies.
Take advantage of the many tax benefits of making a gift.
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!
-
Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
Run illustration -
Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
Run illustration -
Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
Run illustration -
Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
Run illustration -
Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Run illustration -
UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
More