Charitable Remainder Annuity Trust for One or Two Lives
A charitable remainder annuity trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.
Full Name. Please enter the full name of the donor as you would like it to appear on
Transfer Value. Enter the combined fair market value of all assets you would like to
transfer. This can be as little as
$1,000 or as much
Annuity Rate. Enter the Annuity Rate as a percentage (e.g. 5.0, 6.23). This rate will be
multiplied by the trust's asset value on the date of transfer to compute your
level annual income. The lower the annuity rate, the higher the deduction.
This value must be between 5.0 and
Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g.
10/21/1932). The year must include the century.