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 Catholic Charities of Los Angeles 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.
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.
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P.O. Box 15095, Los Angeles, CA 90015
(213) 251-3400 | info@CatholicCharitiesLA.org
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Catholic Charities of Los Angeles, Inc. is a 501(c)(3) nonprofit, public benefit corporation accredited by the Council on Accreditation.