Skip to main content
G
ift
P
lanning
Our Mission
Giving News
Contact Us
Back to Main Website
Gift Planning Menu
Home
How to Give
What to Give
Learn About Wills
Overview
Bequest Language
Wills Planner
Free Estate Planning Guide
Br. Bertram Society
Donor Stories
Calculators
Our Mission
Giving News
Contact Us
Impact Our Future Through
Gift Planning
Touch the lives of others while creating a lasting legacy.
Take advantage of numerous tax and financial benefits.
Discover new avenues for realizing your philanthropic aspirations and make an impact on the community.
Help our school achieve its goals for current and future generations.
You are at:
Planned Giving
>
For Advisors
>
Deduction Calculator
> Term AT
Remainder Annuity Trust 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
*
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.
Trust 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.
* Required Fields
Run Calculation
Clear All Fields
Free Enewsletter
Registration
Free Estate Planning Guide
Download
Brother Bertram Legacy Society
Membership