Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a gift annuity, unitrust, annuity trust, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
If you have questions about how to use any of these tools, please contact David Crowley at [email protected] or call 612.381.8150.
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Sale and UnitrustReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax free sale plus charitable tax deduction.
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