Planned Gifts Calculator

Below are presentations that demonstrate the income and tax benefits that come with giving to Wake Forest.

• Gift Annuity
  Benefit from excellent fixed payouts that are partly tax free and provide you with a charitable tax deduction.
  Minimum contribution level is $25,000.
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• Deferred Gift Annuity
  Benefit from fixed payouts beginning at a date more than one year from the gift.
  Minimum contribution level is $25,000.
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• Sale and Unitrust
  Receive cash plus increased income from a trust. The charitable tax deduction reduces tax on gain.
  Minimum contribution level for Wake Forest to serve as Trustee is $100,000.
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• Unitrust
  Enjoy increased income with tax free sale while providing you with a charitable tax deduction.
  Minimum contribution level for Wake Forest to serve as Trustee is $100,000.
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