Deduction Calculators

Deduction calculators are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. 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.

• 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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• Annuity Trust
  An annuity trust pays a fixed amount equal to 5 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 5 percent or more of initial corpus for a term of 1 – 20 years. The annuity may be divided among two or more recipients.
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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 a term of 1 – 35 years, with the remainder going to family or a 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 fora term of 1 – 35 years, with the remainder going to family or a family trust.
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• Unitrust
  The tax-exempt unitrust pays 5 percent or more each year to the recipients for one or two lives.
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• Unitrust for Term of 1 – 20 Years
  A unitrust may pay 5 percent or more each year for a term of 1 – 20 years. The income may be divided among two or more recipients.
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