Gift-Planning Calculator

1. Select the type of gift(s) in which you are interested:


Bequest (gift by will)

Charitable gift annuity
Support and receive a fixed income for life.

Charitable remainder unitrust
Support and receive a variable-income stream.

Charitable remainder annuity trust
Support and receive a fixed-income stream.

2. Select the type of asset(s) with which you are considering funding the gift:


Securities (stocks, bonds, mutual fund shares)

Real estate

Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:

Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary

Beneficiary 1:

 Beneficiary is someone other than me or my spouse.

Beneficiary 2:

 Beneficiary is someone other than me or my spouse.


5. Your information:






  Postal Code:




Questions or Comments:

*All fields marked with the asterisk symbol (*) are required.


© Pentera, Inc. Planned giving content. All rights reserved.

Connect With Us:


Copyright Marine Biological Laboratory