Planned Giving Calculator

Terms

• Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to Hamilton.
• Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to Hamilton.
• Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to Hamilton for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
• Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to Hamilton for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
• Gift Annuity: In exchange for your gift to Hamilton, you or 1-2 other annuitants receive a fixed sum each year for life.
• Deferred Gift Annuity: In exchange for your gift to Hamilton, you or 1-2 other annuitants receive a fixed sum each year for life starting on a date you select that is at least one year after the date of gift.
• Retained Life Estate: You deed your home or farm to Hamilton, while retaining the right to live in it for the rest of your life, a term of years, or a combination of the two.
• Pooled Income Fund: Your gift is pooled in a fund with gifts from other donors. You or others you name receive your gift's share of the income the fund earns each year for life. Your gift's share of the fund then goes to Hamilton.