Charitable Remainder Annuity Trust

How It Works

1. Donor creates trust agreement stating terms of the trust; to fund the trust established by the trust agreement, donor transfers cash or other property to trustee institution (either UJA-Federation or an outside financial institution)
2. Trust assets are invested and managed by UJA-Federation's independent fiduciary or outside financial institution and income payments are made to the beneficiaries you designate periodically
3. Remainder to UJA-Federation upon death of the beneficiary

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 donor's interest when the trust is established
• No capital-gain tax when trust property is sold
• Trust remainder will provide generous support for UJA-Federation

Read a detailed description of this gift

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