Charitable Lead Annuity Trust Calculator

You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to UM St. Joseph Medical Center for a few years.

A charitable lead annuity trust is a perfect instrument to make a generous gift to UM St. Joseph Medical Center while reducing or eliminating estate and gift taxes. University of Maryland St. Joseph Medical Center will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.

Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.