close

Enable background images when printing.

Gifts That Pay
You Income
Gifts You
Make Today
Gifts That Make an Impact
After Your Lifetime
Contact Us
Confidential, no obligation
Share This
Send to a friend or advisor
Print This Illustration
Charitable Remainder Annuity Trust
Step 1:
Calculate Your 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 you.
Your Age
Your Age
Fixed Number of Years
Fixed Number of Years
AGE
slider background image
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
+
Add an additional person to receive payments from the trust.
AGE 2
slider background image
45
55
65
75
85
95
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
YEARS
slider background image
0
4
8
12
16
20
105
115
125
135
145
155
min
min
min
min
min
min
min
min
min
min
min
min
Step 2:
How Much Will You Give to the Trust?
Use slider bar to select the amount you'll give.
TOTAL VALUE
slider background image
$0K
$10K
$20K
$30K
$40K
$50K
$100K
$150K
$200K
$250K
$300K
$350K
$400K
$500K
$1M
min
min
min
min
min
min
min
min
min
Step 3:
Select Your Payout Percentage
Use slider bar to select the percentage you want the trust to pay you (suggested: 5-7%).
PERCENT
slider background image
5
7
9
11
13
15
min
min
min
min
min
min
min
min
min
min
min
min
min
min
min
min
min
min
Benefits:
Your Potential Charitable Income Tax Deduction:
$69,435
The Trust's Annual Payment to You:
$2,500
Your Estimated Amount to Us:
$13,434
More Details
Deductible up to 60% of your adjusted gross income for cash gifts.

Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.

Unused amount may be carried over for up to five additional years.

Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
More Details
This is a fixed amount and will not change from year to year.

Payments are taxed in four tiers based on the type of income the trust earns: ordinary income, capital gains, tax-free income and return of principal. See your trustee for the exact taxation of your payments each year.
More Details
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.