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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.

  • Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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  • Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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  • 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.
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  • Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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  • 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.
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  • 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.
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  • Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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  • 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.
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Securities offered through American Portfolios Financial Services Inc. member FINRA/SIPC. Investment advisor services offered through Family Capital Management, a Registered Investment Advisor. Family Capital Management and Paul Damon & Associates, Inc. are independent of American Portfolios Financial Services, Inc.

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (PFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgement prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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© 2018 Crescendo Interactive, Inc. 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.
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