Charitable Lead Unitrust for a Term Certain
Full Name
Optional
Transfer Date
Required
Transfer Value
Required
$
Payment Frequency
Required
Annual
Semi-annual
Quarterly
Monthly
Valuation Date
Required
Beginning
End
Payment Date
Required
Beginning
End
Unitrust Payout Rate
Required
%
IRS Discount Rate
Optional
%
Grantor Trust
Required
Yes
No
Term Years
Required
Term Months
Required
Term Days
Required
© 2012
PhilanthroTec, Inc.
