Planning Calculator

Please select the type of gift that best describes what you would like to accomplish. If you would like additional information about the manner in which any of these giving vehicles can help you accomplish your financial, estate, and charitable planning goals, please call us at 508-565-1344.

Gifts that Provide You with Income

A Charitable Gift Annuity enables you to transfer cash or marketable securities to the charitable organization issuing the Gift Annuity in exchange for a current income tax deduction and the organization’s promise to make fixed annual payments to you for life. Annuity payments can begin immediately or can be deferred to some future date.

  • Charitable Remainder Annuity Trust [ Lives | Term ]

A Charitable Remainder Annuity Trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years, to claim a current income tax deduction, and make a future gift to charity.

  • Charitable Remainder Unitrust [ Lives | Term ]

A Charitable Remainder Unitrust is a custom designed and individually managed trust that enables you to retain a variable income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.

Gifts that Provide Income to Charity

  • Charitable Lead Annuity Trust [ Lives | Term ]

A charitable lead annuity trust is a custom designed and individually managed trust that enables you to give a fixed annual amount to charity for either a fixed term of years or the life of one or more individuals.

Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.

A charitable lead Unitrust is a custom designed and individually managed trust that enables you to give a variable annual amount to charity for a fixed term of years or the life of one or more individuals.

Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.

Gifts with Retained Use

  • Life Estate Agreement (Gift of Real Estate) [ Lives | Term ]

A life estate agreement is an arrangement whereby you transfer title to a personal residence, farm, or yacht to charity while retaining the right to occupy and otherwise enjoy the full use of the property for your choice of a term of years or the lifetime of one or more individuals.