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Gift Planning Services, LLC welcomes you to view a color gift illustration. Please click on the desired button to view a color example that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

      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 Fixed Payouts beginning at a date more than one year from the gift.
      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% or even 100% of Tax on Gain


Charity Privacy Statement

Consulting Services
Often we have loved ones that may not have the fiscal responsibility to properly manage our assets.  Leaving a lump sum of money to someone who is unable to manage it can actually be devastating.

866-835-8748
310 Pinnacle Way
Suite 201
Eau Claire, WI 54701
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