Deduction Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

*The Orange Catholic Foundation Gift Annuity program currently operates under the Orange County Community Foundation Gift Annuity program.

• Gift Annuity
  The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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• Annuity Trust
  An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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• Annuity Trust for Term of 1 – 20 Years
  An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
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• Deferred Gift Annuity
  The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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• Lead Annuity Trust for Term of 1 – 35 Years
  This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
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• Lead Unitrust for Term of 1 – 35 Years
  This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
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• Unitrust
  The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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• Unitrust for Term of 1 – 20 Years
  A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
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