Gift Planning Calculator
Calculate the projected charitable deduction, annual income and type of income for each gift option listed below. The calculations are provided solely for educational purposes and are not professional tax or legal advice. If you have any questions or need additional information, please contact us.
Charitable Remainder Unitrust
Receive a charitable tax deduction and an income that grows with your investment.
Learn MoreCharitable Remainder Annuity Trust
Receive a charitable tax deduction with a fixed payment income stream.
Learn MoreSale and Unitrust
Receive cash from the sale of your appreciated asset plus an income stream from the trust! A charitable tax deduction reduces tax on your capital gain.
Learn MoreBargain Sale
Receive cash from the sale and save 50%, 70% or even 100% of tax on your capital gain.
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