Planned Gifts 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
  Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
  Run illustration
• Annuity Trust
  Annuity Trust
  Receive high fixed payments with tax free sale plus charitable tax deduction.
  Run illustration
• Deferred Gift Annuity
  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
  Part Gift and Part Sale
  Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
  Run illustration
• Unitrust and Sale
  Unitrust and Sale
  Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
  Run illustration
• Unitrust
  Unitrust
  Enjoy increased income with tax-free sale plus charitable tax deduction.
  Run illustration

If you have any questions, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Eastern New Mexico University Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity as members of the ENMU Foundation's 1934 Society.