Message Sent
Thank you for your inquiry. We will respond to you as soon as possible.

Confirm Message Sent
e-newsletter
Thank you for your interest in our e-newsletter. Our records indicate that you are already receiving our e-newsletter. If you have any further questions please contact us.

Email in Records
e-newsletter Preferences
Your e-newsletter settings have been saved.

Preferences Saved
  • Giving Home
  • Gift Options
    • How to Give
    • What to Give
  • Learn About Wills
    • Overview
    • Bequest Language
    • Wills Planner
    • Free Estate Planning Guide
  • Calculators
  • Giving News
  • Contact Us
Tabor Academy

Gift Planning

  • Wills Planner
  • Contact Us
  • Back to Main Website
banner image

Maximize Your
Philanthropic Goals

Make a difference in people's lives and always be remembered for your contribution

Benefit yourself, your family and Tabor Academy with your gift

Help Tabor Academy fulfill its mission for many years and generations to come

Learn More
Planned Giving
Gift Planning
  • Gift Planning Menu
  • Giving Home
  • Gift Options
    • How to Give
    • What to Give
  • Learn About Wills
    • Overview
    • Bequest Language
    • Wills Planner
    • Free Estate Planning Guide
  • Calculators
  • Giving News
Text Resize

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

Help Charitable Remainder Annuity Trust for Term of 1-20 Years
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
scriptsknown

Let us help you with your gift plans

Donor Resources

If you are interested in learning about ways you can support or how to maximize the impact of your giving, we have a number of resources to assist you.

  • More Ways to Give
  • Tell Us About Your Gift
  • Elizabeth Taber Society
  • E-Newsletter
  • Free Estate Planning Guide
Tabor Academy

Resources for Professional Advisors

© Copyright 2026 Crescendo Interactive, Inc. All Rights Reserved.
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.