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Invest In Our Future

help secure our future with your gift and leave a legacy to be remembered by future generations. Explore tax-efficient giving strategies and enjoy numerous financial Benefits
Ways to Give

Giving Home > Calculate Benefits

Calculate Benefits

Our calculators generate printable presentations that show income and tax benefits related to different charitable gifts.

Gift Annuity

Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

Charitable Annuity Trust

Receive high fixed payments with tax-free sale plus charitable tax deduction.

Deferred Gift Annuity

Benefit from fixed payouts beginning at a date more than one year from your gift.

Part Gift and Part Sale

Enjoy cash and save on capital gains tax.

Sale and Unitrust

Receive cash plus income from the trust. Charitable tax deduction reduces tax on gain.

Charitable Remainder Unitrust

Enjoy increased income with a tax-free sale plus benefit from charitable tax deduction.

Donor Enewsletter

Sign up for updates from us. Our free enewsletter features gift stories, Washington news, Savvy Living tips, finance news, timely articles and more.

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Free Estate Planning Guide

Are you ready to plan your will or trust? This guide features helpful information to provide for your needs, your family's future and favorite causes.

Download Estate Planning Guide

Free Gift Planning Guide

Learn about ways to leave assets to charity that provides you and loved ones with current and future benefits.

Download Guide to Gift Planning

No Cost Will

Plan your estate with our complimentary wills planner. You just need to complete four easy sections to download your will.

Create Your Will

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OFFICE OF ADVANCEMENT

4201 S Washington St
Marion, IN 46953

765-677-1439

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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