Illustration Request

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)