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Deduction Calculator
> Term UT
Remainder Unitrust for Term of 1-20 Years
Gift Date
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Beneficiary
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of Years
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
Trust Amount $
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Payout
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
Monthly
Quarterly
Semiannual
Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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Giving Home
Why Give
Message from President/CEO
Message from Chairperson of the Board
Plymouth Place History and Mission
Monarch
Magazine
Community Impact and Partnerships
Great Place to Work
Participate in Our Giving Societies
What to Give
Gifts of Stocks and Bonds
Gifts of Real Estate
Gifts of Retirement Assets
Gifts of Cash
Gifts of Insurance
How to Give
Bequest
Charitable Gift Annuity
IRA Rollover
Donor Advised Funds
Beneficiary Designation Gifts
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Charitable Lead Trust
Sale and Unitrust
Bargain Sale
Give It Twice Trust
Life Estate Reserved
Resources
For Professional Advisors
Advisors Calculators
Donor Calculators
Giving News
Learn About Wills
Overview
Bequest Language
Will Planner
Free Estate Planning Guide