Whole Months from Annual Valuation Date to First Payment Date
Jeffrey Frye - 2020/05/15PG Calc’s Planned Giving Manager and PGM Anywhere include a question that sometimes causes confusion for the gift planning professional. When running the calculations for a charitable remainder unitrust, the following question appears in the Gift Options section: “Whole Months from Annual Valuation Date to First Payment Date.” We have received a number of calls over the years about that question, and we thought this was a good chance to cover it.