Back to Main Website
University of New Haven
Click for Gift Planning Menu
Gift Planning Home
Ways To Give
Learn About Wills
Wording for Gift in Your Will
Ellis C. Maxcy Legacy Society
Gift Planning eNewsletter
Gift Planning Calculators
Make a difference in students' lives
Leave a meaningful legacy for your family and the University
Help the University provide an impactful education for generations to come
IRA Charitable Distribution
Free Legacy Planning Guide
You are at:
> Term UT
Remainder Unitrust for Term of 1-20 Years
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.
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of 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.
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
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.
Clear All Fields