Charitable Remainder Annuity Trust

How It Works

• You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
• The trust makes fixed annual payments to you or to beneficiaries you name.
• When the trust terminates, the remainder passes to the Roper St. Francis Foundation 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 up front capital gains tax on appreciated assets you donate.
• Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.

• A Charitable Remainder Trust Can Customize Your Contribution!Opens new window

Next

• More detail about Charitable Remainder Annuity Trusts.
• Frequently asked questions on Charitable Remainder Annuity Trusts.
• Related Gift: Charitable Remainder Unitrust.
• Contact us so we can assist you through every step.