Charitable Remainder Annuity Trust
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
Fixed Number of Years
AGE
45
55
65
75
85
95
105
115
125
135
145
155
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AGE 2
45
55
65
75
85
95
105
115
125
135
145
155
min
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How Much Will You Give to the Trust?
Use slider bar to select the amount you'll give.
Your Potential Charitable Income Tax Deduction:
$69,435
The Trust's Annual Payment to You:
$2,500
Your Estimated Amount to Us:
$13,434
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.
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.
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.
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.
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.