Qualified Appraisals

A service for donors who choose to terminate their income interest.

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.

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.

 

 


How Can We Help You?

Please contact us if you require a qualified appraisal for one or more gifts.
Vice President

Contact Winston Jones:

617-497-4970 E-mail

Have a question?