Planned Gifts Calculator
Please select a presentation that shows the potential income and tax benefits for you.
Deduction calculations are available for remainder unitrusts, remainder
annuity trusts and lead trusts. These calculations are provided solely for
educational purposes and are not professional tax or legal advice.
Individuals should consult a qualified professional advisor about their
specific situation
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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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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