Tax Benefit Calculations
Can you provide me with an estimate of my tax and income benefits?
Yes, we can provide you with estimates of the tax and income benefits you will receive if you create a charitable remainder trust or other type of gift that creates immediate tax and income benefits.
We need to know the birth dates of those who will receive income from these charitable tools and the kind of gift you have in mind (cash, stock, real estate). These calculations are for educational purposes only and should be reviewed by qualified independent advisers of your choosing. For calculations confidentially provided, contact Janice Vela at 415.621.3260 extension 108 or at email@example.com.