Our consulting team will create a simple, custom illustration for a CRT, CLT, CGA, DAF or PIF. Each illustration provides important data for your client to make an informed decision.
- FMV and Asset of Contributed Asset
- Charitable Deduction
- Estate Tax Savings
- Cash Flows
- Gross Lifetime Income
- Capital Gain Tax Savings
- Total Benefit to Charity
- Comparison to an Outright Sale (CRT only)
Still exploring your options?
If you’d like to keep learning about giving options, we encourage you to use our education center. The RenPSG Education Center provides information about different giving vehicles, helpful calculators and questionnaires, important FAQs and more.