Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Catholic University for purposes you specify

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 your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for Catholic University

More Information

Contact Us

Isabel de la Puente
Senior Director of Planned Giving
Phone: 202-319-6914
Email: delapuente@cua.edu

 

The Catholic University of America
Division of University Advancement
620 Michigan Ave., N.E.
Washington, DC 20064

Federal Tax ID Number: 53-0196583

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer