Charitable Lead Annuity Trust Calculator

You greatly reduce or eliminate gift and estate tax on trust assets passing to family…if some trust income goes to charity for a few years.

Gift Amount ($):
Gift Date:
(ex. 2/22/2018)
Term of Years:
Payment Rate (%):

A charitable lead annuity trust is a perfect instrument to make a generous gift to Mercy Foundation North while reducing or eliminating estate and gift taxes. Mercy Foundation North will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.