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Planned Gifts Calculators

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.

  • Gift Annuity

    Benefit from excellent fixed payouts that are partly tax free and receive a charitable tax deduction.


  • Annuity Trust

    Receive high fixed payments with tax-free sale and receive a charitable tax deduction.


  • Deferred Gift Annuity

    Benefit from fixed payouts beginning at a date more than one year from the gift.


  • Part Gift and Part Sale

    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gains.


  • Unitrust and Sale

    Receive cash plus increased income from the trust. Charitable tax deduction reduces tax on gains.


  • Unitrust

    Enjoy increased income with tax-free sale and receive a charitable tax deduction.


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