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Support SFA in a Meaningful Way

  • Keep us thriving with your planned gift
  • Take advantage of numerous tax and financial benefits
  • Leave a legacy to be remembered by future generations

Planned Giving

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Planned Gifts Calculator

Gift Calculator

Please select a presentation 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!

Gift Amounts and Age Requirements: Deferred gifts should not be less than the amounts set forth below.

 Minimum AmountMinimum Age
Charitable Gift Annuity $ 25,000 60
Deferred Gift Annuity $ 10,000*50
Charitable Remainder Annuity Trust$ 50,000 60
Charitable Remainder Unitrust $ 50,000 60
Charitable Lead Trust $ 100,000 N/A

*Subsequent gifts of $1,000 or more may be made to a deferred gift annuity. The above amounts are guidelines only and are not absolute and may be negotiated by the Executive Director of the Foundation with the approval of the finance committee. Annuity trusts and unitrusts require separate trusts and therefore, are not feasible for small gifts.


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