Charitable Lead Annuity Trust
Calculate the Payments Based On:
Use slider bar to select your age at the time of donation or the number of years you want the trust to pay us.
Your Age
Fixed Number of Years
AGE
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
AGE 2
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
How Much Will You Give?
Use slider bar to select the amount you'll give to
the trust.
the trust.
Your Potential Tax Deduction:
$133,000
The Trust's Annual Payment to Us:
$1,356
Estimated Amount to Your Loved Ones:
$140,000
See your tax professional to determine if your gift is eligible for an income or gift tax deduction.
Deduction based on a XX% charitable midterm federal rate.
Deduction based on a XX% charitable midterm federal rate.
This is a fixed amount that will not change from year to year.
This is the total amount to loved ones based on the length of time your trust is in existence, determined by the term of years or the estimated life expectancy, and assuming XX% annual growth.
Please note that the green bars are displayed using a percentage value, rather than a numeric value.
Copyright © The Stelter Company, All rights reserved.The information in this illustration is not intended as tax or legal advice. For tax or legal advice, please consult an attorney or CPA.
Figures cited in examples may not reflect your personal circumstances, are for hypothetical purposes only and are subject to change.
References to estate and income tax include federal taxes only. State income/estate taxes or state law may impact your results.
