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Planned Gifts Calculators

Select a presentation below to see the income and tax benefits for you. You may view a gift annuity, deferred gift annuity, unitrust, annuity trust, or gift of appreciated property.

We hope you enjoy these presentations!

• Gift Annuity
  Gift Annuity
  A charitable gift annuity can be a great way to establish guaranteed fixed payments for life while at the same time providing you with a charitable tax deduction and an opportunity to support BU
  *Minimum age to create a charitable gift annuity with BU is 65.
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• Deferred Gift Annuity
  Deferred Gift Annuity
  A variation of the Gift Annuity, with the option to begin your fixed payments one or more years after the gift date.
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• Unitrust
  Unitrust
  A Charitable Remainder Unitrust provides you as the donor a variable income stream for your lifetime as well as a federal income tax charitable deduction in the year you make the gift.
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• Annuity Trust
  Annuity Trust
  A Charitable Annuity Trust provides you as the donor a fixed income stream for your lifetime as well as a federal income tax charitable deduction in the year you make the gift.
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• Gift of Appreciated Property
  Gift of Appreciated Property
  Gifts made with appreciated property held more than one year can reduce or even eliminate your federal capital gains taxes and provide a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
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