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 Annuity
  Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.