Planned Giving Menu

Your Contribution Toward a Better Future

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.
Learn More

Planned Giving

Text Resize

You are at: Planned Giving > Planned Gifts Calculator

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.
    Run illustration
  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
    Run illustration
  • Unitrust and Sale
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
    Run illustration
  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.
    Run illustration
scriptsknown

Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
Learn More »

Donor Advised Funds

Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
Learn More »

Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
Learn More »

Let us help you with your gift plans.