Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

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 Lewis & Clark for purposes you specify

Benefits

  • Payments that remain fixed for the life of the trust to one or more beneficiaries
  • 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 Lewis & Clark

More Information

Contact Us

Rebecca Holt
Interim Assistant Vice President for Advancement
503-768-7943
rebeccah@lclark.edu

 

Lewis & Clark College
615 S. Palatine Hill Road
Portland, OR 97219

Back

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