Gift Planning Calculations

Please select the type of gift that best describes what you would like to accomplish. If you would like additional information please contact us.

Charitable Remainder Unitrust [One Life | Two Life | Term of Yrs]
A charitable remainder unitrust is a trust that pays you a percentage of the fair market value of the trust assets as revalued annually for a term of years or one or more lives. At the end of the trust term, the remaining principal goes to one or more charities you choose.

Life Estate Agreement [One Life | Two Life | 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.

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