Planned Giving

Maximize your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
  • Help us fulfill our mission for many years and generations to come

  • Help further our mission with the

    IRA Charitable Rollover

    ACT NOW! If you are 70½ or older, avoid taxes on transfers of up to $100,000 from your IRA

    Learn More

  • Planned Giving

    Maximize your philanthropic goals

    • Make a difference in people's lives and always be remembered for your contribution
    • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
    • Help us fulfill our mission for many years and generations to come

  • You know it's better to give than to receive.

    What if you could do both?

    Learn More

  • Free Wills Guide

    Are you starting to plan your End of Year Giving?

    Planning early can provide you with a lot of benefits: you can save money, you can make sure your family is happy and you can gain peace of mind. There is another kind of plan — a personalized estate plan - that can provide you with the same benefits. Click here to learn how we can help you develop your estate plan.

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You are at: Planned Giving > Create Your Plan > Planned Gifts Calculator > Gift and Sale

Help Part Gift and Part Sale
Gift Appreciated Asset Gift/Sale of Asset
Enter the name of the donor. You may use such titles as Mr., Mrs., Dr., Rev., Jr., Sr., etc. The donor is the owner of the asset contributed and will receive the tax deduction and capital gains bypass benefits, if applicable.
10% 12% 22% 24% 32% 35% 37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely held stock and other hard-to-value assets, the FMV would be the appraised value of the property on the date of the gift.
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
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