Charitable Remainder Annuity Trust

CRAT Diagram

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 Exeter 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.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


Who can serve as trustee of my annuity trust?

How would the assets in my annuity trust be invested?

Is it better to give cash or appreciated securities?

Can I include my children as income beneficiaries?

What are the tax deduction implications of my charitable remainder trust?