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Unitrust Illustration
| United
Church of Christ |
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| Charitable Remainder
Unitrust |
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| July 2008 |
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| Examples of rates and deductions
for a gift of $50,000 |
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Age of |
Payout |
First Year |
Charitable |
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Beneficiary |
Rate (%) |
Income ($) |
Deduction ($)
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| One Life |
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60 |
5.0 |
2,500 |
19,935 |
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70 |
5.0 |
2,500 |
26,812 |
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| Two Lives |
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60 & 55 |
5.0 |
2,500 |
12,837 |
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70 & 65 |
5.0 |
2,500 |
19,086 |
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IRS Discount Rate for July 2008 = 4.2%. This figure changes monthly and will affect
the donor's charitable deduction. For a personalized calculator for Charitable Remainder Unitrust, go to: http://ucc.org/giving/ and click on "gift calculator" in the left hand column. |
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