The Santa Fe Opera

Charitable Lead Annuity Trust for One or Two Lives

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

A charitable lead annuity trust is a custom designed and individually managed trust that enables you to give a fixed annual amount to charity for either 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 $100,000 or as much as $100,000,000.

Annuity Rate. Enter the Annuity Rate as a percentage (e.g. 5.0, 6.23). This rate will be multiplied by the trust's asset value on the transfer date to compute the level amount of income that will be paid to the charity from the trust each year. The higher the annuity rate, the higher 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.



© 2012 PhilanthroTec, Inc.