charitable remainder Annuity Trust
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed 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 AARP Foundation to support our programs and services.
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 transfer.
- Your trust can meet personal or family needs that are tied to a specific timeframe, such as tuition payments.
Next
- More detail about charitable remainder annuity trusts
- Frequently asked questions on charitable remainder annuity trusts.
- contact the Gift Planning Team so we can assist you through every step.
contact GIFT PLANNING
We can help you create a personalized gift that best suits your needs and goals. Request information
Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team
The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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