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Undergraduate
Majors
Transfer to APU
Military
International
On-campus Housing
Tuition (4-year)
Graduate & Professional
Find Your Program
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Online
Military
International
Current Students
APU Gmail
home.apu.edu
Bookstore
support.apu.edu
Library
Make a Payment
One Stop
Graduate & Professional Services
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Resource Directory
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Writing Center
Athletics
Alumni/Community
APU Gmail
home.apu.edu
support.apu.edu
APU Connect
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Remainder Annuity Trust for Term of 1-20 Years
Gift Date
*
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.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
*
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Beneficiary
*
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Term of 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.
Trust Amount $
*
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.
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.
* Required Fields
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