Recently passed legislation allows donors, who do not itemize on their annual taxes but make a cash gift to charity, to now take a special tax deduction, up to $300 (per taxpayer unit), to reduce one's tax liability. The CARES ACT also increases the deduction limit up to 100% of a donor's annual income for cash gifts (previously the deduction was capped at 60% of annual income). So, if you make a charitable gift, you will be able to deduct more this year!

For additional information, please consult your tax advisor or financial planner.

Planned Giving

Planned Giving

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Planned Gifts Calculator

Gift 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!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

  • Annuity Trust
    Receive high fixed payments with tax free sale plus 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 gain.

  • Unitrust and Sale
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.

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