Our gift calculator is a service provided to the University of Hartford by PG-Calc-Inc., of Cambridge, Massachusetts. It is automatically set for the most current factors affecting your federal income tax deduction calculation and gift annuity payout rate. It is also set for the following minimums to help you plan a gift that will comply with the University's gift acceptance policies. If you have any questions about our ability to accept your proposed gift plan, please contact our director of Planned Giving for a confidential consultation.
| Charitable Remainder Trusts | $100,000 provided that, given the combination of ages (and/or term of years) and selected unitrust percentage, the charitable remainder value-- (equivalent to the amount of the charitable income tax deduction to which the donor would be eligible for that particular gift plan)-- is equal to an amount greater than 33% of the principal of the original gift. (CRT gifts >$500,000 are preferable, with the same restriction on terms and payout rates.) |
| Charitable Lead Trusts | $250,000 minimum (>50% for U. of H.) |
| Charitable Gift Annuities | $10,000 minimum $5,000 for additional contracts Annuitant(s) must be at least 55 years old at the date of gift. The University offers gift annuity rates based on actuarial factors and in accordance with those rates suggested by the American Council on Gift Annuities. |
For more information on Planned Giving, contact Peter Congleton at 860.768.2415 or congleton@hartford.edu
Please note that the University of Hartford does not provide tax or legal advice. Gift calculations may be provided for illustrative purposes only, and the actual values may vary based on the timing and nature of your gift. Advice from legal and tax counsel should be sought when considering a charitable gift of any kind.