A Qualified Appraisal By An Expert
Giving up the life interest or lead trust remainder interest in an existing planned gift can be a great gift to charity.
Qualified Appraisal Service for Donors
PG Calc offers a qualified appraisal service for donors who need an appraisal to support a charitable deduction of over $5,000 for the early termination of a planned gift in favor of the charity.
The appraisal fee depends on the type of life interest or lead trust remainder interest being appraised. For information, see our FAQ.
If you wish to discuss the process or are ready to engage PG Calc for an appraisal, please contact Winston Jones at winston@pgcalc.com or 617-497-4970 ext. 1203. We can then send you a list of information and documentation needed based on the type of planned gift.
Qualified Appraisal Service Pricing
The appraisal fee depends on the type of life interest or lead trust remainder interest being appraised.
| Type of planned gift | Fee |
|---|---|
| Gift Annuity | $350 |
| Pooled Income Fund | $350 |
| Charitable Remainder Trust | $500 |
| Retained Life Estate in Home or Farm | $500 |
| Charitable Lead Trust | $1,000 |
An invoice for the appraisal fee is sent with the appraisal letter. If there is any extra work or complexities that would require a higher appraisal fee, we’ll let you know before proceeding.
