Gift Calculations Done Right
Need a planned gift calculation or proposal? We have been producing them for over 30 years. You can trust us to perform quickly and accurately whatever calculations you need.
Planned Gift Deductions
We can provide a quick deduction calculation for any planned gift over the phone. We can produce gift annuity taxation information, too. We’ll then email you documents that substantiate, step-by-step, the calculations we’ve provided. We can provide deduction calculations for:
- Gift annuities – immediate payment, deferred, flexible, or commuted
- Charitable remainder unitrusts
- Charitable remainder annuity trusts
- Retained life estates
- Pooled income funds
- Charitable lead unitrusts
- Charitable lead annuity trusts
- Bargain sales – single payment or installment
Planned Gift Proposals
We'll put together a comprehensive proposal on the planned gift of your choice that you can send along to your donor. Your donor will have all of the information she needs to make an informed decision about her planned gift. Information provided can include:
- Charitable deduction
- Taxation of gift annuity payments
- Diagram that explains how the gift plan works
- Description of the gift plan and its benefits in plain English
- Side-by-side comparison of gift plan alternatives
Price: $100 per Proposal
Gift Annuity Agreements
We can create a gift annuity agreement that meets the legal requirements of the state where your donor lives. The agreement will contain the terms your donor has agreed to and we’ll include documentation to close your gift.
Price: $150 per Agreement
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Note that additional fees may be charged for highly complex or time-intensive calculations. |
What It's Like to Work With Us
We've been doing planned giving calculations for a long time, and we know how important getting it right is. We'll work with you to ensure all calculations are correct and done in an efficient manner.
Quick Turnaround
Completed proposals and completed agreements can be emailed to you within two business days, ensuring no delay in getting your donor the material.
Everything You Need
We'll supply you with everything you could possibly need for your proposal or agreement. Even better, everything will be exactly right.
