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Calculators and Illustrations

Deduction Calculators

These tools provide calculations on potential benefits of planned giving vehicles. They are provided solely for educational purposes and are not professional tax or legal advice. Please consult a qualified professional advisor about your specific financial situation.

Annuity Trust

An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.

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.

Deferred Gift Annuity

The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Gift Annuity

The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Lead Annuity Trust for Term of 1-35 Years

This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.

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.

Unitrust

The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

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.

Planned Giving Illustrations

Please select a planned giving vehicle that shows the income and tax benefits available to you. They are provided solely for educational purposes and are not professional tax or legal advice. Please consult a qualified professional advisor about your specific financial situation.

Annuity Trust

Receive high fixed payments with tax-free sale plus charitable tax deduction

Deferred Gift Annuity

Benefit from fixed payouts beginning at a date more than one year from the gift.

Gift Annuity

Benefit from excellent fixed payouts that are partly tax-free plus charitable tax deduction.

Part Gift and Part Sale

Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

Sale and Unitrust

Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

Unitrust

Enjoy increased income with tax-free sale plus charitable tax deduction.

For more information about planned giving, please contact:

Sarah Schwarz
503-725-2684
plannedgiving@pdx.edu