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.

To assist you in using the calculator, definitions of gift types can be found on the right side of this page.

Note: Use of this tool is strictly confidential.

*Please make a selection in these fields in order to begin a calculation; all other fields are optional and are only for any requested follow up.

Learn More

To learn more about making a planned gift to the Chicago Symphony Orchestra or becoming a member of the Theodore Thomas Society:

Read the CSO’s Guide to Planned Giving
Check out our latest Planned Giving Newsletter
Complete our Bequest Intention Form

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.

Contact Planned Giving

Brian Nelson
Manager, Endowment Gifts and Planned Giving
312-294-3192

Karen Bippus
Director, Endowment Gifts and Planned Giving
312-294-3150

220 S. Michigan Ave.
Chicago, Illinois 60604

Brief Definitions

Gift Annuity – Receive a fixed sum quarterly for life from the CSO.

Cost Basis – 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.