This website uses Javascript for some functionality. Please ensure that Javascript is enabled in your browser to experience the full capabilities of this website.
Catholic Diocese of Fargo
Search
About
Parish Directory
Priest/Deacon Directory
Diocesan Personnel Directory
The Diocese
Past Bishops
Ministries and Offices
Catechesis
Adult Catechesis
Echoes
Education for Parish Service (EPS)
EPS Schedule
Maryvale Certificate in Catechesis
RCIA
Men's / Women's Groups
Parish Catechesis Manual
Sacramental Preparation
RCIA
Sacramental Preparation
Safe Environment
Special Needs
Catholic Charities North Dakota
Catholic Schools
Chancellor
Archives
Records Policy
Sacramental Records
Archive Fees
Confirmation
Forms
Liturgy
Parish Evaluations
Communications
News
New Earth
Real Presence Radio
TV Mass Apostolate
Evangelization
Adult Programs
College Students
Inactive Catholics
RCIA
Young Disciples
Finance and Administration
Catholic Development Foundation
Deposit and Loan Fund
Finance Forms
God's Gift Appeal
Human Resources
Properties Management
Stewardship
Technology
Human Resources
Job Openings
Liturgy
Confirmation
Extraordinary Form
3rd Edition of the Roman Missal
Marriage and Family Life
Marriage Preparation Seminar
Marriage Prep Seminar Registration
Married Life Programs
Natural Family Planning
North Dakota Catholic Conference
Office of the Bishop
Calendar
Coat of Arms
Homilies and Messages
Homilies
Instruction and Statements
Newspaper Columns
Pastoral Letters
Presentations
Properties Management
Respect Life/Pro-Life
Chastity Education
End of Life
Fertility
Natural Family Planning
NFP Instructors and Schedule
Post-Abortion Care
Resources and Bioethics
Safe Environment
Compliance Report
Stewardship
Catholic Development Foundation
Deposit and Loan Fund
God's Gift Appeal
Weekly Status
Planned Giving
Scriptural Reflections
Stewardship Forms
Technology
Tribunal and Annulments
Vicar General/Vicar for Clergy
Policy Manual
Victim Assistance
Vocations
Priests and Seminarians
Current Seminarians
Permanent Deacons
Religious Life
Prayer and Discernment
Prayer Calendar
Matrimony
Young Disciples
Team Life
Young Disciples FAQ
Young Disciples Stories
Youth and Young Adult
Policies, Manuals and Forms
Youth and Young Adult Events
Junior High Rally
Senior High Celebration
M.I. Youth Camp
World Youth Day
Scholarship Information
Leadership Opportunities
Scouting and Other Programs
News and Events
Events Calendar
News
Real Presence Radio
New Earth
Submit a Photo or Story
Submit an Event
Resources
Annulments
Archives
Clergy and Parish Administration
Clergy Bulletin
Parish Evaluations
Policy Manual
Engaged and Married Couples
Prayer, Healing, and Retreats
Marian Eucharistic Congress
Congress Prayer
Congress Photos
Comments
Hotels/Directions
Frequently Asked Questions
Post-Abortion Care
Vocations Prayer Calendar
Youth
Young Disciples
Young Adults
FOCUS
Vocations
Young Disciples
Victim Assistance
Ways to Give
Donate Now
God's Gift Appeal
Planned Giving
Contact
Charitable Unitrust
Trust Type
One Life
Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
First Person
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
First Age
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
Second Person
Second Age
Income Tax Rate
10%
12%
22%
24%
32%
35%
37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Value of Property $
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.
Cost Basis $
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Current Return
%
Enter the current return or yield of the asset(s) which will be used to fund the gift agreement. For example, if the trust will be funded with public-traded stock which is currently paying a dividend of 3%, the current return yield is, in turn, 3%. If the gift is funded with vacant land or a personal residence (assuming the property is not leased), the current return would be 0%.
Trust 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.
View Presentation
Clear All Fields
e-Mail Presentation