Planned Giving
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Deduction Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

  • Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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  • Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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  • Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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