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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.
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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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  • Unitrust and Sale
    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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Contact Us

Erika B. Rudin-Luria President 216-593-2867 [email protected]
Rachel Lappen Chief Development Officer 216-593-2841 [email protected]
Mindee Fredman Vice President, Supporting Foundations 216-593-2805 [email protected]
Matthew Kaliff Managing Director/ Foundation and Fund Operations 216-593-2831 [email protected]
Jennifer Schwarz Managing Director/Philanthropic Planning 216-593-2816 [email protected]
Rabbi Jeremy Pappas Managing Director/Campaign 216-593-2871 [email protected]
Tal Rothstein Senior Director/Foundations 216-593-2861 [email protected]
Brian Freedman Development Officer, Endowments 216-593-2835 [email protected]

Privacy Policy | Terms of Use

© 2026 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.