Welcome! There are many ways to plan your estate so that your legacy continues in a manner that pays tribute to you and your loved ones, while supporting future generations of students at Mary Washington. Our website provides articles, resources, and interactive tools to help you assess your options and craft the legacy that best reflects your needs and desires. Please contact UMW's Office of Gift Planning if you have any questions or concerns.
Gift Planning
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
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You are at: Planned Giving > Planned Gifts Calculator
Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
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Gift AnnuityBenefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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Annuity TrustReceive high fixed payments with tax free sale plus charitable tax deduction.
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Deferred Gift AnnuityBenefit from fixed payouts beginning at a date more than one year from the gift.
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Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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Unitrust and SaleReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
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