Planned Gift Calculator
This calculator depicts and explains the potential benefits and impact of your planned gift. Personal benefits may include tax savings, current cash payments or supplemental support for family members and friends.
Note: Use of this tool is strictly confidential.
* For benefit calculation purposes, these are required fields; all other fields are optional and are only for any requested follow up.
Receive a fixed sum quarterly for life from the CSO.
The original monetary cost of an asset or investment used to calculate capital gains.
Deferred Charitable Gift Annuity
Receive a fixed sum quarterly for life from the CSO, beginning on a future date.
Charitable Remainder Unitrust
Receive a fixed percentage of the trust principal as it is revalued annually; allows additional future gifts.
Charitable Remainder Annuity Trust
Receive a fixed sum each quarter, determined when the trust is established.
Remainder Interest in Property
Deed your home or property to the CSO, but retain residence rights for your lifetime or term.
Charitable Lead Annuity Trust
Pays a fixed percentage of your trust’s value to the CSO for a term of years or one or more lifetimes. Assets then go back to you or others you name.
Charitable Lead Unitrust
Pays a percentage of the trust’s value, determined each year, to the CSO for a term of years or one or more lifetimes. Assets then go back to you or others you name.
For More Information
We would be happy to help you understand the options available and the ways to go about setting up a plan that is just right for you. Contact a member of our team to help answer any questions you might have.
220 S. Michigan Ave.
Chicago, Illinois 60604