Planned Giving

Charitable Lead Unitrust Calculator

You greatly reduce or avoid possible gift and estate tax on trust assets passing to family…if some trust income goes to AgeWell Middle Tennessee for a few years.

A Charitable Lead Unitrust will make annual gifts in varying amounts to AgeWell Middle Tennessee for a term of years or for the life of one or more individuals. Our Charitable Lead Annuity Trust Calculator will illustrate the benefits of the gift plan that makes fixed annual gifts to AgeWell Middle Tennessee.

Your calculation above is an estimate and is for illustrative purposes only. It does not constitute legal or tax advice.

Explore More Gift Options

Charitable Lead Trust →

How can you preserve your businesses' value for your family?

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Michele Harrell, Development Director
mharrell@agewelltn.org
615-353-4235