Planned Giving

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Planned Gifts Calculator

Gift Calculator

Below are presentations that demonstrate the income and tax benefits that come with giving to Wake Forest. We hope you enjoy these presentations!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free and provide you with a charitable tax deduction.
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  • Annuity Trust
    Receive high fixed payments with tax free sale while providing you with a charitable tax deduction.
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  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.
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  • Sale and Unitrust
    Receive cash plus increased income from a trust. The charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax free sale while providing you with a charitable tax deduction.
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