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Phone: 1-800-426-5753
Fax: 1-253-815-3174
Paula Schubert
Gift Planning Relationship Manager
1-888-701-4438 or 916-740-3240

Planned Gifts Calculator

Gift Calculator

Use this simple tool to calculate the potential income and tax benefits of the gift options below.

  • Fill in the requested information unique to your situation - such as age, value of your asset and its cost basis, etc.
  • View a short presentation that summarizes the financial benefits of your potential gift - based on the information you entered.
  • Choose to download a PDF of the presentation or email it to yourself, a loved one or an advisor.
  • Explore another gift type or run another calculation.
  • Email or call us to further discuss your specific needs and goals.
  • Gift Annuity
    Receive fixed payments for life, plus a charitable tax deduction.
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  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.
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  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Sale and Unitrust
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax free sale plus charitable tax deduction.
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