Charitable Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income.
How It Works
- You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $0.
- The trust makes fixed annual payments to you or to beneficiaries you name.
- When the trust terminates, the remainder passes to Moravian Ministries Foundation in America to be used as you have directed.
- Note: MMFA's legal counsel will draft the trust document saving the donor legal fees.
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.
- Related Gift: Charitable Remainder Unitrust.
- Contact us so we can assist you through every step.