Charitable Lead Unitrust Calculator

You greatly reduce or avoid possible 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. 9/23/2017)
Term of Years:
Payment Rate (%):
 

A charitable lead Unitrust will make annual gifts in varying amounts to Mercy Foundation North for a term of years or for the life of one or more individuals. Our Charitable Lead Annuity Trust Calculator will illustrate the benefits of the gift plan that makes fixed annual gifts to Mercy Foundation North.