Planned Giving

Higher Rates as of January 1, 2023
Good news! Payout rates for new gift annuities increased on January 1st.
Contact us today to find out how you may benefit: 1-800-227-4645

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Deduction Calculator

Gift Calculator

Deduction calculations are available for gift annuities, 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.