Planned Gifts Calculator

Please select a calculator to see your income and tax benefits. These are for illustrative purposes only. Please contact The Catholic Foundation to discuss your options in more detail.

• Gift Annuity
  Benefit from fixed payouts that are partly tax-free, plus receive a charitable tax deduction.
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• Annuity Trust
  Receive high fixed payments with a tax-free sale, plus a 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
  Benefit from substantial cash and save 50%, 70%, or 100% of tax on the gain.
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• Unitrust and Sale
  Receive cash plus increased income from the trust, plus a charitable tax reduction reduces tax on the gain.
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• Unitrust
  Enjoy increased income with a tax-free sale, plus receive a charitable tax deduction.
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