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Supporting the American Enterprise Institute advances the ideas you believe in such as free enterprise, liberty, and human flourishing. Including AEI in your estate plans ensures this work continues for generations—while offering ways to meet your personal financial goals.

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Giving Home > Professional Advisor Resources > Calculate Your Deduction

Calculate Your Deduction

Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

Gift Annuity

The gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Charitable Remainder Annuity Trust

An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.

Charitable Remainder Annuity Trust for Term of 1-20 Years

An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.

Deferred Gift Annuity

The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Lead Annuity Trust for Term of 1-35 Years

This lead annuity trust pays a fixed amount each year to a qualified organization for from one to thirty-five years, with remainder to family or family trust.

Lead Unitrust for Term of 1-35 Years

This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.

Unitrust

The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

Unitrust for Term of 1-20 Years

A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.