Let Us Know
Create Your Plan
Free Estate
E-newsletterGet in Touch
Planned Giving
Let Us Know
Your gift to The Actuarial Foundation can make a meaningful impact on our mission. If you have included or are considering including a gift to The Actuarial Foundation as part of your estate plan or in the form of another gift, please let us know.
Planned Gifts Calculator
Please select a presentation that shows the income and tax benefits for you. You may view an annuity trust, gift and sale, sale and unitrust or unitrust. We hope you enjoy these presentations!
-
Annuity TrustReceive high fixed payments with tax-free sale plus charitable tax deduction.
Run illustration -
Part Gift and Part SaleEnjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
Run illustration -
Sale and UnitrustReceive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
Run illustration -
UnitrustEnjoy increased income with tax-free sale plus charitable tax deduction.
Run illustration