You can use these calculators to see the impact you can make through various giving tools. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Please contact us in regard to your specific situation.
Giving Tool Calculators
See all the good you can accomplish with an endowed charitable fund in your name. Learn more about endowments HERE.
Benefit from fixed payouts that are partly tax free plus charitable tax deductions. Learn more about gift annuities HERE.
Receive high fixed payments with tax-free transfer to beneficiary upon expiry plus charitable tax deductions. Learn more about annuity trusts HERE.
Benefit from fixed payouts beginning at a date more than one year from the gift. Learn more about deferred gift annuities HERE.
Enjoy increased income with tax-free sales plus charitable tax deductions. Learn more about Unitrusts HERE.
Receive cash plus increased income from a trust. A charitable tax deduction reduces tax on gain. Learn more about Unitrusts HERE.
Save 50%, 70%, or even 100% on tax gain. Learn more about gift options HERE.
Deduction Calculators
The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
An annuity trust pays a fixed amount equal to five percent more of the initial corpus for one or two lives.
An annuity trust may pay a fixed amount of five percent or more of the initial corpus for a term of one to twenty years. The annuity may be divided between two or more recipients.
The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
This lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder going to family or family trust.
This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with the remainder to family or family trust.
The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
