A Charitable Lead Unitrust is an individually managed trust that allows you to give a variable annual amount to the Miller-Dwan Foundation for a fixed term of years or for the life of one or more individuals. When the term ends, the trust terminates and distributes its remaining assets back to you or to one or more individuals that you have specified.

For some people, a Charitable Lead Unitrust is a good way to pass an estate to grandchildren. You also recieve a charitable income tax deduction.

This gift calculation is only a sample of how planned giving tools can work for you. Please contact us, or your attorney or accountant, for more detailed information.

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 $50,000 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.