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 Amounts and Age Requirements: Deferred gifts should not be less than the amounts set forth below.

	Minimum Amount	Minimum Age
Charitable Gift Annuity	$ 25,000	60
Deferred Gift Annuity	$ 10,000*	50
Charitable Remainder Annuity Trust	$ 50,000	60
Charitable Remainder Unitrust	$ 50,000	60
Charitable Lead Trust	$ 100,000	N/A

*Subsequent gifts of $1,000 or more may be made to a deferred gift annuity. The above amounts are guidelines only and are not absolute and may be negotiated by the Executive Director of the Foundation with the approval of the finance committee. Annuity trusts and unitrusts require separate trusts and therefore, are not feasible for small gifts.

• Charitable Unitrust
  Enjoy increased income with tax free sale plus charitable tax deduction.

• Charitable Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.

• Sale and Unitrust
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

• Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.