Partner in Philanthropy
Bringing Caring People and Charitable Endeavors Together
With gift planning, you can provide long-lasting support for organizations and causes you care about while enjoying financial benefits for yourself. Let us help tailor your charitable gift to your financial, tax, or estate planning objectives.
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 AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
Run illustration -
Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
Run illustration -
Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
Run illustration -
Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
Run illustration -
Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Run illustration -
UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration
