Bequest Charitable Gift Annuity—Immediate Charitable Gift Annuity—Deferred Charitable Lead Trust Charitable Remainder Annuity Trust Charitable Remainder Unitrust Life Insurance Retirement Plan

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Gift illustration


Complete gift description


Who should serve as trustee?



Charitable Remainder Annuity Trust
(Gift example*)


A 72-year-old donor in the 33% tax bracket establishes an annuity trust with $100,000 of appreciated stock, originally purchased for $50,000. The trust pays the donor $5,000 per year (5% of the initial trust value) and earns a 6.0% average total return over the donor's lifetime. Assume an IRS discount rate of 2.2% in the month the trust is created.

Trust principal


Income tax deduction


Income tax savings (33%)


Annual income


Projected after-tax benefit to donor


Projected benefit to Law School


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The materials provided in this website and the examples contained herein are for illustration purposes only and are not intended as legal or tax advice. We encourage you to consult your own legal and tax advisor.