Planned Giving

Charitable Lead Annuity Trust Calculator

You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to MPI for a few years.


A charitable lead annuity trust is a perfect instrument to make a generous gift to MPI while reducing or eliminating estate and gift taxes. The MPI Foundation will receive a fixed contribution each year. If you are interested in making a contribution that varies with investment performance, calculate your benefits with our Charitable Lead Unitrust Calculator.


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.

Kevin G. Kirby, Executive Director
kkirby@mpi.org
972-702-3008