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California State University, Fullerton

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Giving to CSUF

PlannedGIVING

  • Giving Home
  • Gift Options
  • About Bequests
  • Calculators
  • Bequest Language
  • News
  • Advisors
  • Contact Us
  • Planned Giving Menu
    • Giving Main
    • Gift Options
    • About Bequests
    • Calculators
    • Bequest Language
    • News
    • Advisors
    • Contact Us

Impact our
future through
PLANNED GIVING


Help CSUF achieve its goals for current and future generations. Find peace of mind through a wide variety of tax benefits.

Estate Planning Guide
E-newsletter
Tell Us About Your Gift

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

You are at: Planned Giving > For Advisors > Deduction Calculator

Deduction Calculator

Gift Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

  • Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

  • Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.

  • Annuity Trust for Term of 1–20 Years
    An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.

  • Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

  • Lead Annuity Trust for Term of 1–35 Years
    This lead annuity trust pays a fixed amount each year to a qualified charity for one to thirty-five years, with remainder to family or family trust.

  • Lead Unitrust for Term of 1–35 Years
    This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.

  • Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

  • Unitrust for Term of 1–20 Years
    A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.

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Cal State Fullerton

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.