Charitable Remainder Trust Calculator

A Charitable Remainder Trust Calculator helps you estimate the potential tax benefits, income stream, and charitable gift value when setting up a CRT. By inputting factors such as asset value, payout percentage, expected investment returns, and trust term, you can see:

Calculate your CRT benefits with professional-grade projections and tax savings analysis

Trust Configuration

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Unitrust (CRUT): Pays a fixed percentage (5-50%) of the trust's value each year. Income varies as the trust value changes with market performance.

Initial Trust Value ($)

Annual Payout Rate (%)

Expected Annual Growth Rate (%)

Annuity Trust (CRAT): Pays a fixed dollar amount each year (minimum 5% of initial value). Income remains constant regardless of trust performance.

Initial Trust Value ($)

Fixed Annual Payment ($)

Expected Annual Growth Rate (%)

Trust Term

Donor's Age (for actuarial calculations)

IRS Section 7520 Rate (%)

Marginal Tax Rate (%)

Financial Projections

Annual Income (Year 1)

$25,000

Charitable Deduction

$175,000

Estimated Remainder

$547,397

Tax Savings

$61,250