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Can the foundation assist me in preparing calculations if my client is interested in a split interest gift such as a charitable gift annuity or a charitable remainder trust?

April 26, 2017Annuity assist charitable client foundation gift preparing Split

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Can the foundation assist me in preparing calculations if my client is interested in a split interest gift such as a charitable gift annuity or a charitable remainder trust?

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Yes, the foundation would be glad to prepare calculations for your clients with detailed information about the taxation and payments of a split interest gift. You can also do simplified calculations on your own using the Planned Giving Design Center’s online calculator at www.pgdc.com.