Gift Planning Tool Kit
This will guide you through a progression of basic questions to help evaluate planned gifts and which structure may fit better with your plans.
Please use this calculator to evaluate basic financial results of potential planned gifts including deductions, annuity rates, and income. You may also choose to submit the results of the calculations to the Office of Gift Planning.
Giving
- The Impact of Giving
-
The Whitman Fund
- Ways of Giving
-
Office of Gift Planning
-
Types of Planned Gifts
- FAQ
- FAQ Flexible Deferred Gift Annuities
- Entrepreneurship Program
- Funding Planned Gifts
-
Life Income Gifts
- Charitable Gift Annuities
-
Charitable Remainder Trusts
- Flip Charitable Remainder Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Trusts
- Charitable Remainder Annuity Trusts
- Standard CRUT Information
- Family Gift Planning through Charitable Trusts
- Example of Net Income CRUT
- Flip CRUT - Charitable Remainder Unitrusts and Real Estate
- Flip CRUT - Charitable Retirement Unitrust
- Retained Life Estate
- Pooled Income Funds
- Dorsey Baker Legacy Society
- Contact Gift Planning
- Wills
- Life Insurance
- IRA Tax-Free Gifts
- Gift Planning Assets
- Planned Giving Volunteers
- Gift Planning Library
- Gift Planning Tool Kit
- TIAA Kaspick
-
Types of Planned Gifts
- Gifts of Securities
- W Club
- Grants and Foundation Relations
- Contact Us
Giving
- The Impact of Giving
-
The Whitman Fund
- Ways of Giving
-
Office of Gift Planning
-
Types of Planned Gifts
- FAQ
- FAQ Flexible Deferred Gift Annuities
- Entrepreneurship Program
- Funding Planned Gifts
-
Life Income Gifts
- Charitable Gift Annuities
-
Charitable Remainder Trusts
- Flip Charitable Remainder Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Trusts
- Charitable Remainder Annuity Trusts
- Standard CRUT Information
- Family Gift Planning through Charitable Trusts
- Example of Net Income CRUT
- Flip CRUT - Charitable Remainder Unitrusts and Real Estate
- Flip CRUT - Charitable Retirement Unitrust
- Retained Life Estate
- Pooled Income Funds
- Dorsey Baker Legacy Society
- Contact Gift Planning
- Wills
- Life Insurance
- IRA Tax-Free Gifts
- Gift Planning Assets
- Planned Giving Volunteers
- Gift Planning Library
- Gift Planning Tool Kit
- TIAA Kaspick
-
Types of Planned Gifts
- Gifts of Securities
- W Club
- Grants and Foundation Relations
- Contact Us