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. Run illustration
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
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
Deferred Gift Annuity
The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free. Run illustration
Lead Annuity Trust for Term of 1 – 35 Years
This lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder to family or family trust. Run illustration
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
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
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
Let Us Help With Your Gift Plans
Learn more about ways you can support South Dakota Mines CARA, or if you've already included or are considering including a gift to us as part of your estate plan or in the form of another gift, we would like to recognize your support.
