skip to main content
Gift
Planning
Free Estate Planning Guide
Contact Us
Back to Main Website
Gift
Planning
Giving Home
How to Give
What to Give
Learn About Wills
Overview
Bequest Language
Free Estate Planning Guide
Donor Stories
Giving News
Estate Planning Seminar
Gift Planning
Support Cal Poly Pomona
in a meaningful way
Keep us thriving with your gift
Take advantage of numerous tax and financial benefits
Leave a legacy to be remembered by future generations
Free Enewsletter
IRA Charitable Rollover
Charitable Gift Annuity
Request CPP Bequest Form
Donor Advised Fund
IRA Rollover to CGA
You are at:
Planned Giving
>
For Advisors
>
Deduction Calculator
> Term UT
Remainder Unitrust for Term of 1-20 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
*
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 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.
Trust 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.
* Required Fields
Run Calculation
Clear All Fields