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With the following information, we will provide you with a calculation
of your benefits using a Charitable Remainder Trust to make a
charitable gift. There are other gift options that might be better
suited for your individual financial circumstances which we will
be glad to discuss with you. This is entirely confidential and
the information you provide will be held in the strictest confidence.
Your birthdate:
If this trust is to last for the lifetime of another person in
addition to yourself, please enter that other person's birthdate:
The dollar amount of the trust you wish to establish:
If you wish to fund the trust with appreciated assets, such as
stocks, please indicate the original cost or basis of the assets
(please disregard if the funding is to be with cash):
Our calculation will make assumptions as to the payout rate and the actual
date of the gift. These assumptions are simply to give you a general idea of the
income and tax benefits such a gift will provide you. There are other variables
that may affect the actual benefits. This calculation is just a general idea of
the benefits based on the current information and market conditions available
at this time.
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Please note, individual financial circumstances
will vary. The information on this site does not constitute legal
or tax advice. Donor stories and photographs are for purposes
of illustration only. As with all tax and estate planning, please
consult your attorney or estate specialist. All material is copyrighted
and is for viewing purposes only. Use of this site signifies your
agreement with the terms of use . The
content in this Planned Giving section has been developed for
Memphis Union Mission by Future
Focus . Please report any problems to section
webmaster . Revised: March 1, 2011 20:16.