Gift Calculator
  • Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life.
  • Deferred Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life starting at the date of first payout.
  • Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Pooled Income Fund: Your gift is pooled in a fund with gifts from other donors. You or others you name receive your gift’s share of the income the fund earns each year for life. Your gift’s share of the fund then goes to charity.
  • Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.
  • Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.

latest stories

More Than Ever is a campaign for the people, the research, the partnerships, the curriculum, and the spaces to do what we do best: revolutionize business thinking and generate results.
Read their stories.

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Successful M&A evaluation includes PE and emerging global markets

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Small Business Grows Up

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Analyze New Forms of Data Through Neuroscience

When the time-traveling orbital observatory known as the James Webb Space Telescope reaches its orbit around the Earth (which NASA hopes will happen sometime...

How Sovereign Wealth Funds Can Make the Most of Private Equity

Sovereign wealth fund managers must be increasingly adept when adjusting their investments.

I encourage you to join us as we do what Wharton has always done best — turn vision into action for a better world.”

Geoffrey Garrett, Dean of the Wharton School and Reliance Professor of Management and Private Enterprise, and Professor of Political Science.