Charitable Remainder Annuity Trust

Values a term-certain CRAT where noncharitable beneficiaries receive a fixed annuity and charity receives the remainder.

CRAT Setup

Transfer

Contribution amount

Valuation date

Term

years

Annuity Payout

Payout mode

Annuity rate on initial value

Projection return

Section 7520 Rate

Section 7520 rate

Beginning and ending trust value by projection year.

Ready for CRAT modeling

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