Community Foundation of St. Joseph County

Planned Gifts Calculator

Below, you'll find several calculators that show the income and tax benefits of specific types of planned gifts. If you would like assistance with a gift illustration, please contact Rose Meissner, president of the Community Foundation of St. Joseph County, at (574) 232-0041 or email her.

  • 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.

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

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

  • 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.

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