Text Resize

Gift Planning Calculator

Gift 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 More

Charitable Remainder Annuity Trust

Receive a charitable tax deduction with a fixed payment income stream.

Learn More

Sale 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 More

Bargain Sale

Receive cash from the sale and save 50%, 70% or even 100% of tax on your capital gain.

Learn More
scriptsknown