Morton Plant Mease Foundation

Planned Giving

Text Resize

You are at: Planned Giving > For Advisors > Deduction Calculator > Term UT

Help Remainder Unitrust for Term of 1-20 Years
Gift Date
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.
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.
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.
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.
Monthly Quarterly Semiannual Annual
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.
scriptsknown

Transforming Health Care Through Philanthropy


For more than 35 years, Morton Plant Mease Foundation has provided philanthropic support to the not-for-profit hospitals of Morton Plant Mease Health Care, including Morton Plant, Clearwater; Mease Dunedin; Mease Countryside, Safety Harbor and Morton Plant North Bay, New Port Richey. The close connection between the hospitals of Morton Plant Mease and their neighbors reveal a unique spirit of giving ? a relationship characterized by people caring for the hospitals that care for them.

Make a Gift Today!