Still Exploring Your Options?
If you’d like to continue to explore charitable giving options before you contact us, visit our Education Center. You will find information about giving vehicles, helpful calculators, important FAQs, and more.
Illustration Request
Our consulting team will create a simple, custom illustration for a charitable remainder trust, charitable lead trust, charitable gift annuity, donor-advised fund, or pooled income fund. Each illustration provides important data for your client to make an informed decision.
- Fair Market Value of Contributed Asset
- Charitable Deduction
- Estate Tax Savings
- Cash Flows
- Gross Lifetime Income
- Capital Gain Tax Savings
- Total Benefit to Charity
- Comparison to an Outright Sale (charitable remainder trust only)
