Charitable Remainder Annuity Trust

A Stable Dose of Fixed Income


Charitable Remainder Annuity Trust Diagram


How it works

How it Works 1

You transfer cash, securities or other appreciated property into a trust.

How it Works 2

The trust makes fixed annual payments to you or to anyone you name.

How it Works 3

When the trust ends, the principal passes to .


  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on any appreciated assets you donate.

  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and later.


For more information

Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.