Planned Giving
- Provide Vital Community Support
- Enjoy Tax Benefits
- Contribute to a Bright Future
IRA Charitable Rollover
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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Charitable Remainder
Unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. A charitable remainder unitrust might offer the solutions you need!
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Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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