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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, sale and unitrust or gift and sale. We hope you enjoy these presentations!

  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.

  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

  • Sale and Unitrust
    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.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.