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Is Messiah University included in your Estate Plans?

A significant source of support for Messiah is to document bequest intentions to the University. Knowing and documenting future bequests is important for a number of reasons:

  1. We want to be able to recognize and thank those who wish to Create a Legacy with the University.
  2. We want to be good stewards and utilize the bequest in the way it was desired.
  3. Knowing bequest intentions will enable the University to better plan for its financial future.
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Legacy gifts have been critical to Messiah University's mission. They make up 80% of our endowment, have helped us build numerous facilities, and provided much needed financial aid to students. If you included Messiah University in your estate plans, please print, complete and mail the Confidential Charitable Bequest Intent form to: Messiah University, One University Avenue, Mechanicsburg, PA 17055.

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

Help Charitable Remainder Annuity Trust for Term of 1-20 Years
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.
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
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.
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
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.
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