Calculate Your Deduction

Our planning calculators generate printable presentations for charitable deductions and are available for gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts, and charitable lead trusts. While many advisors use professional financial software, these tools can serve as a helpful starting point for exploring charitable strategies with your clients. The calculators are provided for educational and illustrative purposes only and are not intended as legal, tax, or financial advice.

Gift Annuity

The gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Charitable Remainder Annuity Trust

An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.

Charitable Remainder Annuity Trust for Term of 1-20 Years

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.

Deferred Gift Annuity

The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Lead Annuity Trust for Term of 1-35 Years

This lead annuity trust pays a fixed amount each year to a qualified organization for from one to thirty-five years, with remainder to family or family trust.

Lead Unitrust for Term of 1-35 Years

This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.

Unitrust

The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

Unitrust for Term of 1-20 Years

A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.

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