Stonehill College

Charitable Lead Unitrust for One or Two Lives

Full Name
Transfer Value
$
Payout Rate
%
Beneficiary 1 DOB
Beneficiary 2 DOB

A charitable lead unitrust is a custom designed and individually managed trust that enables you to give a variable annual amount to charity for a fixed term of years or the life of one or more individuals.

Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.

Input Descriptions

Full Name. Please enter the full name of the donor as you would like it to appear on the report.

Transfer Value. Enter the combined fair market value of all assets you would like to transfer. This can be as little as $1,000 or as much as $100,000,000.

Payout Rate. Enter the Payout Rate as a percentage (e.g. 5.0, 6.23). This rate will be multiplied by the trust's asset value each year to compute the amount of income that will be paid to the charity from the trust. The higher the payout rate, the larger the deduction.

Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g. 10/21/1932). The year must include the century.



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