Planned Gifts Calculator
The following illustrations show the income and tax benefits you may be able to achieve through a gift annuity, annuity trust, deferred gift annuity, part gift and part sale, sale and unitrust, or unitrust. We hope you find them to be useful when planning your legacy.
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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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.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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