Planned Gifts Calculator

Please select a presentation that shows the income and tax benefits for you. Or you may also contact us directly to request a free personalized illustration.
Lacey Lee
Director of Planned Giving
(858) 637-3217
[email protected]

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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• Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.
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• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.
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• Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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• Unitrust and Sale
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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• Unitrust
  Enjoy increased income with tax-free sale plus charitable tax deduction.
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