Charitable Remainder Trust Calculator

Asset Value ($)

Total value of assets to contribute

Annual Income ($)

Expected yearly income from the trust

Payout Period

Number of Years

Enter between 1-50 years

Tax Bracket

Growth Rate (%)

Expected annual return rate

FAQ

What is a Charitable Remainder Trust? +

A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you during your lifetime or a specified term, then donates the remaining assets to your chosen charities.

What are the tax benefits? +

CRTs offer immediate income tax deductions, potential capital gains tax savings, and reduced estate taxes since assets are removed from your estate.

How is the payout rate determined? +

The payout rate must be between 5% and 50% of the trust’s initial value. The optimal rate depends on your income needs and charitable goals.

Charitable Remainder Trust Calculator

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