What is a charitable annuity trust?

A charitable annuity trust is an option for making a charitable contribution while still allowing for payments to be made out of your estate. A charitable annuity trust allows for multiple benefits.

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What is a charitable trust?

Charitable trusts designate a charitable organization as its beneficiary. A charitable trust provides trustors with the ability remove wealth from their estate without the penalties associated with gift, income, and estate taxes.

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What is a charitable remainder trust?

A charitable remainder trust is a fund that provides income to a stated beneficiary. The amount of the charitable remainder trust there after the beneficiary stops receiving payments, will be donated to a specified charity on behalf of the original estate holder.

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