Disclaimer: This calculator estimates the federal income tax deduction for a donor(s) based on parameters you specify. The deduction for additional contributions to existing accounts may vary so please contact Ren to discuss options. The donor’s actual deduction will vary depending on his or her individual tax circumstances. The payment rate is not the actual distribution rate for the investment pools. This information is provided by PG Calc, Inc. and Ren is not responsible for its contents.
Facts & Information
IRS Rates
IRC Section 7520 dictates the discount rate used for calculating the charitable deduction for all “split interest” charitable gifts. Learn more.
Transferring Trusts
Transferring a charitable trust to Ren is easy to do. Learn about the necessary forms and information needed to transfer one or more trusts.
FAQs About Charitable Remainder Trusts
Read through some of the most commonly asked questions about Charitable Remainder Trusts and Charitable Remainder Unitrusts.