Use Charitable Deduction of $ or Retained Interest of $

If you want to use the automatically calculated deduction or retained interest shown, select either Use Charitable Deduction of $ or Use Retained Interest of $. If you did not choose to use this value, be sure to enter a deduction in the Charitable Deduction prompt or the retained interest in the Retained Interest prompt.

Note: Selecting this box disables the Charitable Deduction or Retained Interest prompt.

Note: The availability of the charitable deduction prompt depends on whether or not the charitable deduction qualifies. It will always be available for unitrusts, but not for annuities. If the amount entered in Annual Annuity and Percent of Initial Balance fails the 5% probability test, then this prompt is inaccessible. It does not become accessible until you enter values that pass the test.