Planning Resources

Charitable Lead Annuity Trust Calculator

You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to the Foundation for a few years.


A charitable lead annuity trust is a perfect instrument to make a generous gift to the Foundation while reducing or eliminating estate and gift taxes. The Catholic Community Foundation will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.


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