GiftLaw Calculator - Charitable Remainder Annuity Trust for Term of 1-20 years

Create a lasting legacy with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives
Learn More
Create a lasting legacy with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives
Learn More
Create a lasting legacy with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives
Learn More

Leaving a legacy gift to TCF-USA is a simple act of generosity that will create a ripple effect, touching lives of many children, their families and communities for generations to come. Your kindness will help make the world a better place beyond your lifetime.

Learn about many ways to give that benefit you and your loved ones.

Please contact us if you would like additional information or let us know if you have given to us in the past.

Contact Us
Manita Swati
Planned Giving Manager
647-761-1726
[email protected]

Stock Transfer Notification Form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

Charitable Remainder Annuity Trust for Term of 1-20 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

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 20 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.

Create a lasting legacy with your gift

Create a lasting legacy with your gift

Create a lasting legacy with your gift

Resources for Donors

Stock Transfer Notification Form

Our Mission

Contact Us