Planning Resources

Charitable Remainder Annuity Trust

How It Works

You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
The trust makes fixed annual payments to you or to beneficiaries you name.
When the trust terminates, the remainder passes to the Catholic Community Foundation to be used as you have directed.

Benefits

Receive income for life or a term of years in return for your gift.
Receive an immediate income tax deduction for a portion of your contribution.
Pay no up front capital gains tax on appreciated assets you donate.
Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.

Calculate your fixed income for this gift!

Next

More detail about Charitable Remainder Annuity Trusts.
Frequently asked questions on Charitable Remainder Annuity Trusts.
Related Gift: Charitable Remainder Unitrust.
Contact us so we can assist you through every step.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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