Forums Support Library CFP – Charitable Financial Planner Optimizing for Term

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    • Kathleen Reynolds
      Keymaster
      Post count: 428

      Use this button if you want to set up a trust for Term. It will find the Percentage Payout that provides the lowest taxable gift ($0 – $1). If you have already drafted a trust, this feature will not be beneficial.

      If you click the Optimize button, the program near-zeros the Taxable Gift (based on term interest).

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