Planned Giving
Planned Giving
Charitable Remainder Annuity Trust Calculator
A great way to make a gift to AgeWell Middle Tennessee, receive fixed payments, and defer or eliminate capital gains tax.
A great way to make a gift to AgeWell Middle Tennessee, receive fixed payments, and defer or eliminate capital gains tax.
Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.
Give a gift of cash or stock, recieve income in return.
Younger donors can make a gift and lower taxable income.
More flexibility than a deferred payment gift annuity.
Give cash or other assets, get fixed payments for life.
Offers variable income today, and an opportunity for growth.
Maximum flexibility over gift plan investment, benefits.
Flexibility to manage your gift; security of stable income.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Michele Harrell, Development Director
mharrell@agewelltn.org
615-353-4235
The gift planning information presented on this Planned Giving website of AgeWell Middle Tennessee is not offered as legal or tax advice.
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