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Charitable Remainder Annuity Trust

A Stable Dose of Fixed Income

 

 

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to the MU Foundation.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on any appreciated assets you donate.

  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and the MU Foundation later.