(515) 974-8927
About Us
Contact Us
My Account
Toggle navigation
Menu
Services for Churches
Building Fund Trust Certificates
Investment Funds
Fund Performance
Workshops
Capital Campaigns
Endowments
Personal Finance
Wills and Estate Planning
Services for Individuals
Planned Giving
Building Fund Trust Certificates
Stock Gifts
Carma Mohler Grant
Church Building Loans
H.E.L.P Loans
Scholarships
High School Senior Scholarships
Non-Methodist College Scholarships
United Methodist College Scholarships
United Methodist Seminary Scholarships
Westmar College Scholarship
Other Scholarships
2019-2020 Scholarship Recipients
Planned Giving
A planned gift is one of the easiest
ways you leave a lasting impact on the
charities you love.
More
Giving
Giving Main
Gift Options
About Bequests
Calculators
Bequest Language
News
Advisors
Contact Us
My Account
Create Your Plan
Estate Planning Guide
E-newsletter
You are at:
Planned Giving
>
For Advisors
>
Deduction Calculator
> Lead UT
Lead Unitrust for Term of 1-35 Years
Gift Date
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Beneficiary
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of Years
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 35 years.
Trust Amount $
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Payout
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
Monthly
Quarterly
Semiannual
Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
Run Calculation
Clear All Fields