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You are at: Planned Giving > For Advisors > Deduction Calculator

Deduction Calculator

Gift Calculator

Deduction calculations are available for remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

  • Gift Annuity
    Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
    Run illustration
  • Annuity Trust
    Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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  • Annuity Trust for Term of 1 – 20 Years
    Annuity Trust for Term of 1 – 20 Years
    An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
    Run illustration
  • Deferred Gift Annuity
    Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
    Run illustration
  • Lead Annuity Trust for Term of 1 – 35 Years
    Lead Annuity Trust for Term of 1 – 35 Years
    This lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Lead Unitrust for Term of 1 – 35 Years
    Lead Unitrust for Term of 1 – 35 Years
    This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Unitrust
    Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
    Run illustration
  • Unitrust for Term of 1 – 20 Years
    Unitrust for Term of 1 – 20 Years
    A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
    Run illustration
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Nichols Club in Naples

Administrative Office
7500 Davis Boulevard, Naples, FL 34104

Phone: 239-325-1736

Bolch Club in Immokalee

1155 Roberts Avenue West Immokalee, FL 34142

Phone: 239-675-7003

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Programs

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  • 21st Century Community Learning Centers
  • Youth of the Year
  • Junior Culinary Arts Program

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  • Planned Giving
  • Volunteer
  • Support an Event
  • Alumni
  • Take a Tour
  • Friends Circle
  • Careers
  • Contact Us

About Us

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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.