Planned Giving Design Center

Charitable Remainder Annuity Trust for One or Two Lives

Full Name
Transfer Value
Annuity Rate
Beneficiary 1 DOB
Beneficiary 2 DOB

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.
See Also PGDC Charitable Remainder Trust Report or follow recent CRT news.

Input Descriptions

Full Name. Please enter the full name of the donor as you would like it to appear on the report.

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 as $100,000,000.

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 50.0.

Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g. 10/21/1932). The year must include the century.

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