Charitable Lead Annuity Trust Calculator
You greatly reduce or eliminate gift and estate tax on trust assets passing to family…if some trust income goes to charity for a few years.
A charitable lead annuity trust is a perfect instrument to make a generous gift to Middlebury while reducing or eliminating estate and gift taxes. Middlebury College 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.
Contact Us for a Personalized Proposal
Office of Gift Planning
Toll-free phone: 866-496-6433
E-mail: giftplanning@middlebury.edu
Complete a request form: click here
