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Pacific Profiles

CONTACT US

Kathleen Fritz
Coordinator for Estate and Gift Planning
University of the Pacific
3601 Pacific Avenue
Stockton, CA 95211
kfritz@pacific.edu
Office: 209.946.2501
Fax: 209.946.2664
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You are at: Planned Giving > Create Your Plan > Planned Gifts Calculator

Planned Gifts Calculator

Gift 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!

  • Charitable Unitrust
    Enjoy increased income with tax free sale plus charitable tax deduction.

  • Charitable Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.

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

  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.

  • Sale and Unitrust
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

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