Deduction calculations are available for charitable remainder trusts, charitable gift annuities and charitable lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should always consult a qualified professional advisor about their specific situation. If our gift planning staff could be of assistance to you, please call us at (334) 321-2106, or email
James W. Fogal, CFP® at
James@Mises.com.
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- The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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- A unitrust may pay
five percent or more each year for a term of years; The income may be divided among two or
more recipients.
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- An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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- An annuity trust
may pay a fixed amount of five percent or more of initial corpus for a term of one to
twenty years; The annuity may be divided among two or more recipients.
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- This lead unitrust
may pay any percentage amount to qualified charities for one to thirty-five years, with
remainder to family or family trust.
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- This lead annuity
trust pays a fixed amount each year to a qualified charity for from one to thirty-five
years, with remainder to family or family trust.
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