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We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 to learn more.

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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.

*Please note that the Community Foundation of Greater Memphis does not administer charitable gift annuities.

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.

Lead Annuity Trust for Term of 1 – 35 Years

This lead annuity trust pays a fixed amount each year to a qualified charity for from 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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