Charitable Remainder Annuity Trust

How it Works

You transfer cash, securities or other appreciated property into a trust.
The trust makes fixed annual payments to you or to beneficiaries you name.
When the trust terminates, the remainder passes to the American Red Cross 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 upfront capital gains tax on appreciated assets you donate.
Your trust can meet personal or family needs that are tied to a specific timeframe, such as 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.
Contact us so we can assist you through every step.

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