Charitable Remainder Annuity Trust
How It Works
- You transfer cash, securities, or other appreciated property into a trust. Our 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 Carleton College 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.
- Your trust can meet personal or family needs that are tied to a specific time frame, such as tuition payments.
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.
- Quick Link to a Gift
Gifts Anyone Can Afford
Gifts from Your Will or Trust Gifts of Stock or Appreciated Assets Gifts of Real Estate Gifts of Personal Property Gifts of Retirement PlansGifts That Pay You Income
Charitable Gift Annuity Deferred Gift Annuity Charitable Remainder Annuity Trust Charitable Remainder UnitrustGifts That Protect Your Assets
Retained Life Estate Charitable Bargain Sale Charitable Lead Trust - Features
- Contact Us
