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Deduction calculations 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.
The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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.