Gift calculator

Use the GiftLaw calculator below to generate examples of the benefits planned giving vehicles such as charitable remainder annuity trusts, unitrusts, and lead trusts can provide. Please contact Steve Brown at The Jewish Community Foundation for additional information on the charitable giving vehicle that might meet your client's financial, tax and philanthropic objectives.

Charitable Remainder Unitrusts | Charitable Remainder Annuity Trusts | Charitable Lead Trusts | Charitable Gift Annuities

Please note that these calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals will need to consult with a qualified professional advisor about their specific situation.

Charitable Remainder Unitrust Calculator

• Unitrust - one or two lives: Pays five percent or more each year to the recipients for one or two lives.
• Unitrust - term of 1-20 years: May pay five percent or more each year for a term of years; the income may be divided among two or more recipients.

Charitable Remainder Annuity Trusts

• Annuity Trust - one or two lives: Pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
• Annuity Trust - term of 1-20 years: 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.

Charitable Lead Trust Calculator

• Lead Unitrust - term of 1-35 Years: May pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
• Lead Annuity Trust - term of 1-35 Years: Pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.

Charitable Gift Annuity Calculator

• Charitable Gift Annuity - one or two lives: Makes fixed payments for one or two lives. Part of the payout may be tax free.
• Deferred Gift Annuity: Makes fixed payments for one or two lives. Part of the payout may be tax free.

More...

>> Get an overview of these and other charitable giving options

>> See GiftLaw Pro for a detailed, comprehensive overview of these and other charitable giving options