Benedictine Health Foundation

PhilanthroCalc for the Web - Compliance NOW

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

Planning options generally used to reduce estate and gift taxes

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

Please contact Melissa Komora at Benedictine Health Foundation by email or by phone at 845-334-3186 for additional information and assistance with your charitable gift planning.


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