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Gift Plans
Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Deferred Gift Annuity Donor
Advised Fund Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate Testamentary Life-Income
Assets You Can Give
Appreciated
Securities Business Interests Cash Life
Insurance Lifetime Gifts of Insurance Gift-Replacement
Life Insurance Partnership Interests Real Estate Retirement
Plans
Charitable Remainder Annuity Trust Example A 70-year-old donor in the 35% tax bracket establishes an annuity trust with $100,000 of appreciated stock, originally purchased for $10,000. Trust pays donor 6.0% of the initial value as an annuity for life. Trust earns an 8.0% average total return. Assume IRS discount rate of 5.8%.
PLEASE NOTE: These examples are for illustrative purposes
only and are not intended as legal or tax advice. Consult your own legal
and tax advisors prior to making any material decisions based on this data.
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