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.
Benefit from excellent fixed payouts that are partly tax free and receive a charitable tax deduction.
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.
Enjoy increased income with tax-free sale and receive a charitable tax deduction.