Use this tool to estimate your fixed lifetime income and potential charitable benefit when establishing a CGA. Values are illustrative and based on simplified assumptions.
Payout Rate: %
Annual Lifetime Income: $
Estimated Charitable Deduction: $
Estimated Amount Left to Charity: $
Funding Source Impact:
*These results are estimates and may vary depending on IRS 7520 rates, full actuarial tables, and your personal tax situation. Please consult your advisor.
2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606
Products & Services
Subscriptions
Special Links
Copyright 2025 © PlannedGiving.Com