Planned Gift Calculator

Here is a list of additional calculations Retriever Development Counsel can provide as part of the gift planning process. Please feel free to contact us if you need more detailed information.

More than 2 beneficiaries.
Side-by-side comparisons of different gift options.
Calculations for many more gift vehicles including: pooled income funds; deferred gift annuities; flexible gift annuities: commuted payment gift annuities; retained life estates; bargain sales; outright gifts.
Both dollar and percentage deductions.
Actuarial calculations, showing the documentation of tax calculations (including IRS regulation citations) for the different gift vehicles.
All manner of income and estate tax analysis, including detailed year-by-year cash flow projections of income, principal and both income and estate taxes.
Proposal and gift acknowledgement letters.
Narrative descriptions and comparisons of the different gift vehicles, including all the different charitable remainder trusts (CRAT, CRUT, NICRUT, NIMCRUT, FLIP CRUT, etc.).
Detailed models for NICRUTs and NIMCRUTs that can distribute realized capital gain.
Analysis of the 'cost' to the donor of making a gift net of increased income and income and capital gains tax savings.
Analysis of estate and gift tax savings created by lifetime and testamentary planned gifts (including retirement plan assets) compared to not making the gift.
Projections for wealth replacement trusts, including cash and face value increases and premium payments, as well reinvestment of income and tax savings.
Ability to vary investment assumptions for the various gift options.
Presentation of this information in the form of tables, spreadsheets, narratives and/or graphs.