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Calcimator

Perpetual Care Fund Calculator

Fund target from maintenance budget and interest.

Inputs

%
%
%

Results

Perpetual fund target ($)

$200,000

Funding gap ($)

$100,000

Annual maintenance needed ($)$8,000
Funded %50%
Current investment income ($)$5,000
Safe annual withdrawal ($)$4,000
Annual shortfall ($)$4,000
Years to reach target4
10-year projected balance ($)$376,714
How to Use This Calculator
  1. Enter cemetery acreage and annual maintenance cost per acre.
  2. Set expected investment return (%), safe withdrawal rate (%), current fund balance, and annual contribution.
  3. Enter inflation rate (%).
  4. Review Perpetual Fund Target, Funding Gap, Funded (%), and Current Annual Investment Income.
  5. Aim to fully fund the perpetual care target before the cemetery reaches capacity.
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