LIVEGIVEmidsouth GiVE 365

Gift Planning Gift Planning

Gift Planning Menu
Gift Planning Menu

We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Managing Director of Philanthropic Services Caroline Kuebler or call her at (901) 722-0036 to learn more.

Text Resize

You are at: Planned Giving > Planned Gifts Calculator

Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and possible tax benefits for you. We work with you and your legal and tax advisors to help fulfill your charitable goals while providing maximum tax benefits.

Gifts of real estate or personal property must be approved in advance by the Community Foundation's Board of Governors. Email President Bob Fockler or call him at (901) 722-0045 if you are considering such a gift.

Annuity Trust

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

Run illustration

Part Gift and Part Sale

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

Run illustration

Sale and Unitrust

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

Run illustration

Unitrust

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

Run illustration
scriptsknown