Other Possible Gift Options

A charitable gift in your estate plans can take many different forms

Brophy has acquired the Crescendo planned giving software, and it includes over twenty different types of gift agreements. You can explore six common gift models (see below) by using the Legacy Calculator which you can access on Brophy’s web site.

Charitable Unitrust
Enjoy Increased Income with Tax-Free Sale plus Charitable Tax Deduction

Charitable Annuity Trust
Receive High Fixed Payments with Tax-Free Sale plus Charitable Tax Deduction

Gift Annuity
Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction

Deferred Gift Annuity
Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction

Sale and Unitrust
Receive Cash plus Increased Income from Trust - Charitable Tax Deduction Reduces Tax on Gain

Part Gift and Part Sale
Enjoy Substantial Cash and Save 50-70-100% of Tax on Gain
Please remember Brophy College Preparatory when making estate plans for you or your clients.