Close
Menu
Menu
Admissions & Aid
Overview
How to Apply
Visitor Events
Contact Admissions
Cost & Financial Aid
Graduate Students
International Students
Campus Safety
Academics
Overview
Areas of Study
Colleges & Departments
Internships
Study Abroad
Academic Support Services
Graduate & Professional
Catalog
Student Life
Overview
Spiritual Life
Campus Organizations
Living at Harding
Student Services
Athletics
Request Info
Visit
Apply
Give
About Harding
Overview
Mission
History
Spiritual Vision
Quick Facts
Campuses
Alumni
Overview
Commencement
Career Services
Chapel Info
Transcript Request
Request Info
Visit
Apply
Give
Calendar
Events
Contact Us
Make a lasting investment in our future
Your planned gift will help us carry out our mission for many years ahead
Enjoy significant tax savings while providing for a cause that's meaningful to you
Among other plans, you can give a future gift through your estate or an immediate gift that returns income
Center for Charitable Estate Planning Menu
Charitable Estate Planning Home
Gift Options
About Bequests
Calculators
Bequest Language
News
Advisors
Contact Us
My Account
Create Your Plan
Estate Planning Guide
E-newsletter
Pillars of Purpose
Lead Annuity Trust for Term of 1-35 Years
Gift Date
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.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Beneficiary
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of Years
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 35 years.
Trust Amount $
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.
Payout
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
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.
Run Calculation
Clear All Fields