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Gift Planning

Your Legacy Their Future.

With thoughtful gift planning, you can create a legacy of learning that inspires future generations and leaves a lasting impact.
Learn About Ways to Give
Gift Planning

Giving Home > Calculate Benefits

Calculate Benefits

Our calculators generate printable presentations that show income and tax benefits related to different charitable gifts.

Gift Annuity

Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

Charitable Annuity Trust

Receive high fixed payments with tax-free sale plus charitable tax deduction.

Deferred Gift Annuity

Benefit from fixed payouts beginning at a date more than one year from your gift.

Part Gift and Part Sale

Enjoy cash and save on capital gains tax.

Sale and Unitrust

Receive cash plus income from the trust. Charitable tax deduction reduces tax on gain.

Charitable Remainder Unitrust

Enjoy increased income with a tax-free sale plus benefit from charitable tax deduction.

Let Us Help You Create Your Legacy in Learning
Reach out to one of our dedicated team members to begin planning your gift or learn more. We're here to guide you in shaping a planned gift that reflects your passion and strengthens students, schools, and our community.

Elizabeth Szostak, Chief Development Officer
(727) 588-4816 Ext. 2117
[email protected]

Corky Miller, Major Gifts & Planned Giving Manager
(727) 588-4816 Ext. 2118
[email protected]

Professional Advisor Resources

Pinellas Education Foundation is a 501(c)(3) nonprofit organization, and the Foundation's Employer Identification Number (EIN) is 59-2688253

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.