The Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to the Institute for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for the Institute

More Information

Contact Us

Jan M. Jennings
Director of Planned Giving
(617) 595-8500
Jan.Jennings@aspeninstitute.org

 

The Aspen Institute
1 DuPont Circle
Suite 700
Washington, DC 20036

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