Indiana Division Gift Planning Back to Main Website
  • Professional Advisor Resources
  • Text Resize

    Planned Gifts Calculator

    Gift Calculator

    Please select a gift type to see your potential income and tax benefits. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you find these presentations exciting and informative!

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