Planned Giving
Planned Giving
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 AgeWell Middle Tennessee for a few years.
A charitable lead annuity trust is a perfect instrument to make a generous gift to AgeWell Middle Tennessee while reducing or eliminating estate and gift taxes. AgeWell Middle Tennessee 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.