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GiftPlanning

ONE gift,a lifetime investment

Our mission is to secure the financial future of Noah Homes and share our exceptional model of care globally.

In California alone, there are more than 350,000 people with developmental disabilities. Within this underserved population, people with Down syndrome are nearly 6 times more likely to develop Alzheimer's disease than people who do not have Down syndrome.

At the same time, according to the County Welfare Directors Association of California and Regional Council of Homelessness, older adults are the fastest-growing segment of California's homeless population, with nearly half of unhoused older people experiencing their first episode of homelessness after age 50.

We need more housing and services for more people in more places, and we need it yesterday. You can help us achieve our dream by donating to our Foundation.

Gift Planning

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

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Remainder Annuity Trust for Term of 1-20 Years
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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.
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
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Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
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Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
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Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
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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.
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Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
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.
* Required Fields
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