Bequest

A charitable bequest is one of the easiest ways you can leave a lasting impact on Concordia Theological Seminary.

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Thank you for your support of Concordia Theological Seminary and our mission to form servants in Jesus Christ who teach the faithful, reach the lost, and care for all. Unless you indicate otherwise, your gift will automatically be used wherever it's most needed to help train pastors and deaconesses for service in Christ's Church. You may designate your gift to student financial aid or to a specific area of interest by selecting "Other Gift" and providing a description of the area to which you would like your gift directed.

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

Remainder Unitrust for Term of 1-20 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 20 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.

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