Shark-Fin Charitable Lead Annuity Trust

Values a term-certain CLAT with an annually increasing charitable annuity schedule.

Shark-Fin CLAT Setup

Transfer

Contribution amount

Valuation date

Term

years

Escalating Annuity

Solve mode

The first-year annuity is solved so the present value of the increasing charitable annuity schedule approximates the contributed value under the resolved Section 7520 rate.

Annual annuity increase

Projection return

Section 7520 Rate

Section 7520 rate

Shark-Fin CLAT Review

Escalating charitable annuity payout and expected payout.

Ready for shark-fin CLAT modeling

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