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Planned Giving

Tax Benefit Calculations

Tax Benefit Calculations

We can provide you with estimates of the tax and income benefits you will receive when you take out a charitable gift annuity, create a charitable remainder trust, or open a charitable pooled income fund account. We need to know the birth dates of those who will receive income from these charitable tools and the kind of gift you have in mind (cash, stock, real estate). These calculations are for educational purposes only and should be reviewed by qualified independent advisers of your choosing.

For a confidential calculation, call 415 972 1354.

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