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CREATE YOUR LEGACY THROUGH

PLANNED GIVING

  • Touch the lives of others while creating a lasting legacy
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You are at: Planned Giving > For Advisors > Deduction Calculator

Deduction Calculator

Gift Calculator

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.

  • Annuity Trust
    Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
    Run illustration
  • Annuity Trust for Term of 1 – 20 Years
    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.
    Run illustration
  • Lead Annuity Trust for Term of 1 – 35 Years
    Lead Annuity Trust for Term of 1 – 35 Years
    This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Lead Unitrust for Term of 1 – 35 Years
    Lead Unitrust for Term of 1 – 35 Years
    This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
    Run illustration
  • Unitrust
    Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
    Run illustration
  • Unitrust for Term of 1 – 20 Years
    Unitrust for Term of 1 – 20 Years
    A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
    Run illustration
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Robert Morris University - Pittsburgh, PA

 

Robert Morris University - Pittsburgh
6001 University Blvd., Moon Township, PA 15108
1-800-762-0097

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.