Use our gift calculators to explore the potential tax benefits associated with gifts of cash and appreciated assets (publicly traded securities, closely held stock or real estate) during your lifetime.
Calculate the potential tax benefits associated with gifts of cash and appreciated assets (publicly traded securities, closely held stock or real estate) during your lifetime.
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Calculate the potential income and tax benefits associated with split-interest arrangements (charitable remainder trusts, charitable gift annuities, charitable lead trusts and retained life estates).
With rising interest rates and new legislation that allows a one-time, qualified charitable distribution (QCD) to a newly created charitable remainder trust (CRT), charities may see an increase in the number of donors utilizing CRTs as a charitable strategy.
If you are interested in establishing a CRT, you will need to engage independent counsel to assist with that process. Note, you may name a donor-advised fund as the remainder beneficiary in the trust agreement. This helps consolidate your charitable funds after the CRT makes the required income payments, allowing you to efficiently support the causes and charities you care most about.
To name your donor-advised fund at Greater Horizons as the remainder beneficiary of a CRT, list Greater Horizons (EIN: 20-0849590) 1055 Broadway Boulevard, Suite 130, Kansas City, MO 64105 for [the name of your donor-advised fund] in your trust agreement.
