Gift Planning
Gift Planning
A Gift for a Blossoming Future
Maximize your personal financial goals while making a difference for our future.
Gift Planning Menu
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. Feel free to watch one, two or all of the videos listed as all provide valuable information.
We hope you enjoy these brief presentations and learn which method is best suited to your gifting needs! Should any questions arise from watching the videos, please feel free to contact us and we will be happy to talk through the options with you.
Types of Gifts Presented
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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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