Target Amount Worksheet
| 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| What age can the funds be withdrawn?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 |


