Planned gift calculator

Use the calculator below to explore how planned gifts can benefit your financial, estate, and charitable planning goals. To begin, click on "Personalize this diagram" and select a gift type.

Gift types

  • Gift Annuity: In exchange for your gift to charity, you or up to two other annuitants receive a fixed sum each year for life. The minimum age for annuitants to begin receiving payments is 55.
  • Deferred Gift Annuity: In exchange for your gift to charity, you or up to two other annuitants receive a fixed sum each year for life starting at the date of first payout. Income must be deferred until annuitant is at least age 55.
  • Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.
  • Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.

Calculator

 

Disclaimer: The information above is intended to assist you in your tax, estate, and charitable planning. It is not legal advice and should not be relied upon as such. Learn more about the information on this website.