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Tuesday, September 7, 2010
Your Plan
 

A personal color gift illustration is available for you to view at your convenience. Please select a gift illustration to view the income and tax benefits you would receive for making any of the following gifts: unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. Hope you enjoy these presentations!


Select a Presentation

      Charitable Unitrust
  • Enjoy Increased Income with Tax-Free Sale plus Charitable Tax Deduction.
      Charitable Annuity Trust
  • Receive High Fixed Payments with Tax-Free Sale plus Charitable Tax Deduction.
      Gift Annuity
  • Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction.
      Deferred Gift Annuity
  • Benefit From Fixed Payouts beginning at a date more than one year from the gift.
      Sale and Unitrust
  • Receive Cash plus Increased Income from Trust! Charitable Tax Deduction Reduces Tax on Gain.
      Part Gift and Part Sale
  • Enjoy Substantial Cash and Save 50%, 70% or even 100% of Tax on Gain

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This information is provided as an educational service. It is not intended as legal or tax advice and you may not rely upon it as such. Professional advisors should always be consulted.