Wills, Trusts, and Annuities

Charitable Lead Unitrust Calculator

With your charitable lead unitrust, the association will receive annual gifts in varied amounts for a specified term of years or for the lifetime of one or more individuals. When your trust ends, the remaining funds will go to your heirs at reduced tax rates.

(ex. 3/22/2018)

A charitable lead Unitrust will make annual gifts in varying amounts to for a term of years or for the life of one or more individuals. Our Charitable Lead Annuity Trust Calculator will illustrate the benefits of the gift plan that makes fixed annual gifts to American Heart Association.

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



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