Back to Main Website
Make a Gift
Get Connected
Alumni Directory
Class Notes
Update Contact Information
Mule Nation Alumni Clubs
R.ed Connect
Travel Program
UCM Spirit in Action
Stories
Awards
Share Your Story
Events & News
Events Calendar
Event Highlights
Homecoming
Reunions
UCM Magazine
News
How Your Support Helps
Scholarships
Academic Programs
Faculty Development
Research Projects
Facilities and Equipment
Ways to Support
Make a Gift
Make Multiple Gifts
Matching Gifts
Planned Gifts
Fund for Excellence
Alumni Bricks
Red Call
UCM License Plates
KMOS-TV
Find a Fund
Volunteer
For Faculty and Staff
Giving History
Planned Giving Menu
Giving Home
Gift Options
About Bequests
Calculators
Bequest Language
News
Heritage Society
Advisors
Contact Us
My Account
Planned Giving Menu
Giving Main
Gift Options
About Bequests
Calculators
Bequest Language
News
Heritage Society
Advisors
Contact Us
My Account
Create Your Plan
Estate Planning Guide
E-newsletter
You are at:
Planned Giving
>
For Advisors
>
Deduction Calculator
> Lead UT
Lead Unitrust for Term of 1-35 Years
Gift Date
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Beneficiary
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of Years
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 35 years.
Trust Amount $
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Payout
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
Monthly
Quarterly
Semiannual
Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
Run Calculation
Clear All Fields