Charitable Remainder Annuity Trust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

How a Charitable Remainder Annuity Trust Works

When you transfer your stock or cash to fund a charitable remainder annuity trust, you receive a charitable deduction at the time your gift is made. The trust pays you and loved ones fixed income for life or a term up to 20 years. At the end of that time the remainder goes to help further the work of Fred Hutchinson Cancer Research Center.

Benefits of a Charitable Remainder Annuity Trust

• Receive fixed income for life, lives or term of years.
• Avoid capital gains tax on the sale of your appreciated assets.
• Receive a charitable income tax deduction for a portion of your gift.

Charitable Remainder Annuity Trust for Fixed Income

If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays out a fixed amount each year based on the value of the property at the time it is gifted.

A trust document needs to be prepared by an attorney and the trust must be administered by a trustee.

 Print

 Email

 Calculator

 Contact

 eBrochure