Advanced planned gift calculations for professional advisors and donors. Our advanced calculations provide complete compliance calculation reports that can be used to justify a donor's charitable deduction under IRC Sec 7520 of the Internal Revenue Code. Go to our Donor Direct center for additional information on these planning techniques and our planned giving calculations for donors.

Planning options generally used to create additional income

• Charitable Gift Annuity [ Immediate | Deferred ]
• Charitable Remainder Annuity Trust [ Lives | Term ]
• Charitable Remainder Unitrust [ Lives | Term ]
• Pooled Income Fund [ Lives ]

Planning options generally used to reduce estate and gift taxes

• Charitable Lead Annuity Trust [ Lives | Term ]
• Charitable Lead Unitrust [ Lives | Term ]

Planning options generally used to reduce income taxes

• Life Estate Agreement [ Lives | Term ]

Please contact Cecilia A. Rackley Johnson at The University of Texas - Pan American by email or by phone at 956-381-2352 for additional information and assistance with your charitable gift planning.