Charitable Lead Annuity Trust

Values a term-certain CLAT where the charitable lead interest receives a fixed annuity and the noncharitable beneficiaries receive the remainder.

CLAT Setup

Transfer

Contribution amount

Valuation date

Term

years

Annuity Payout

Payout mode

The Rust engine solves the annual annuity that brings the noncharitable remainder value as close to zero as the Section 7520 model supports.

Projection return

Section 7520 Rate

Section 7520 rate

Beginning and ending trust value by projection year.

Ready for CLAT modeling

Calculate once to populate the charitable annuity value, remainder value, and annual payout schedule.