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Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
Kurt Bartley, CAP
Office: (817) 272-9387
If so, click here to inform us and confirm your legacy gift intentions are aligned with UTA's programs.
You are at: Planned Giving > Planned Gifts 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!
Kurt D. Bartley, FCEP, MBA