© Phil Doyle
Gift Planning
Gift Calculators
Gift Calculators
Appreciated Securities
Take advantage of appreciated securities without incurring capital gains tax.
Charitable Gift Annuity
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Charitable Lead Trust
Your business is growing. How can you preserve some of its value for your family?
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.
Charitable Remainder Unitrust
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Pooled Income Fund
A gift that offers variable income for you today, with the opportunity for future growth.
Retained Life Estate
Your home is your biggest asset. You can even use it to make a gift and still live there.