Planned Giving

Create a lasting legacy with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.

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You are at: Planned Giving > Planned Gifts Calculator

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
    Gift annuities available in March 2022.
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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  • Annuity Trust
    Gift annuities available in March 2022.
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Deferred Gift Annuity
    Gift annuities available in March 2022.
    Benefit from fixed payouts beginning at a date more than one year from the gift.
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  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Unitrust and Sale
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.
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Due to regaining tax exemption, IRS regulation requires BJU, Inc. to operate for five years before offering gift annuities. We will offer gift annuities starting March 2022. In the meantime, we are providing the above information as a service to our supporters.

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