Charitable Remainder Unitrust

Values a term-certain CRUT where noncharitable beneficiaries receive a percentage of annually revalued trust assets and charity receives the remainder.

CRUT Setup

Transfer

Contribution amount

Valuation date

Term

years

Payout and Growth

Unitrust payout rate

Projection return

The noncharitable payout is recalculated each year from the projected trust value, while the charitable remainder is valued with the resolved Section 7520 rate.

Section 7520 Rate

Section 7520 rate

CRUT Review

Beginning and ending trust value by projection year.

Ready for CRUT modeling

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