Text Resize

Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust, or gift and sale. We hope you enjoy these presentations!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
    Run illustration
  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
    Run illustration
  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.
    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

Learn More About Planned Giving Today

Contact Helen Lansing (20G), Senior Planned Gifts Officer

P.O. Box 490069
Mount Berry, GA 30149-0069

Office: 706-378-2867
Cell: 706-844-4629


Email Now

VIEW PLANNED GIVING VIDEOS

Help plan for your family and loved ones with a will or living trust.


View Videos

Be the first to know about upcoming Berry Alumni events!

Follow us on Facebook today!