Planned Gifts Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, gift annuity, and deferred gift annuity. For additional illustrations or questions for utilizing other non-cash assets please contact our office directly. We hope you enjoy these presentations!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free 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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UnitrustEnjoy increased income with tax free sale plus charitable tax deduction.
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