Target Amount Worksheet

This calculator allows you to designate the amount that you would like Beneficiary to receive. By entering the required data below, the calculator will estimate the contributions required to achieve the future value you requested.
How much would you like your Trust to be worth? $
What age can the funds be withdrawn?
What rate of return would you like to assume?
What is the current age of the Beneficiary?
The estimated one-time gift contribution required to achieve  at age  is only
What is your planned monthly gift amount?
What age will you stop making the gift contributions?
Total projected value of the one-time gift contribution AND the on-going gift contribution of  per month is