Gift Illustrator

Use our gift illustrator to help decide what planned giving tools are right for you. You can change tools, rates of return and investment dates. The asterisk (*) indicates blanks that must be filled in. Below are brief definitions of gifts you may want to try:

  • Gift Annuity: In exchange for your gift to charity, you (or up to two annuitants) receive a fixed sum each year for life.
  • Deferred Gift Annuity: In exchange for your gift to charity, you (or up to two  annuitants) receive a fixed sum each year for life starting at the date of first payout.
  • Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or over a set number of years. The remaining assets then go to charity.
  • Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or over a set number of years. The remaining assets then go to charity.
  • Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life.
  • Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.

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