Deduction Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. Contact us for a personalized illustration or run a sample calculation below.

These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

• Charitable Gift Annuity
  The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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• Deferred Gift Annuity
  The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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• Lead Annuity Trust for Term of 1 – 35 Years
  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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• 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.
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• 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.
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• 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.
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• Remainder Unitrust
  The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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• Remainder 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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