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Gifts That Pay
You Income
Gifts You
Make Today
Gifts That Make an Impact
After Your Lifetime
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Charitable Lead Annuity Trust
Step 1:
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
Your Age
Fixed Number of Years
Fixed Number of Years
AGE
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45
55
65
75
85
95
105
115
125
135
145
155
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Add an additional person on whose life to measure the trust's term.
AGE 2
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45
55
65
75
85
95
105
115
125
135
145
155
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YEARS
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0
6
12
18
24
30
105
115
125
135
145
155
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Step 2:
How Much Will You Give?
Use slider bar to select the amount you'll give to
the trust.
TOTAL VALUE
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$0K
$10K
$20K
$30K
$40K
$50K
$100K
$150K
$200K
$250K
$300K
$350K
$400K
$500K
$1M
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Step 3:
What Payout Percentage Do You Want Us to Receive?
Use slider bar to select the percentage you want the
trust to pay us.
PERCENT
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0
4
8
12
16
20
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Benefits:
Your Potential Tax Deduction:
$133,000
The Trust's Annual Payment to Us:
$1,356
Estimated Amount to Your Loved Ones:
$140,000
More Details
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.
More Details
This is a fixed amount that will not change from year to year.
More Details
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.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.