Discover a Win-Win Way to Give
Charitable Remainder Trusts
View Our Complimentary BrochureDiscover which type of charitable trust best fits your estate plan with our complimentary guide Trusts: Choose from Two Win-Win Ways to Donate.
Looking for a way to make an impactful gift to American University? If you have built up a significant estate and are also looking for ways to receive reliable payments, you may want to explore the advantages of establishing a charitable remainder trust.
Benefits of a charitable remainder trust include:
- A partial charitable income tax deduction
- Potential for increased income
- Up-front capital gains tax avoidance
There are two ways to receive payments with charitable remainder trusts:
The ANNUITY TRUST pays you a set dollar amount, each year, which you determine at the outset. Your payments remain the same regardless of fluctuations in trust investments.
The UNITRUST pays you a variable amount, each year, based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is determined annually. If the value of the trust increases, so do your payments. If the value decreases, however, your payments will too.
A LIFELONG COMMITMENT TO HELPING OTHERS AND AU
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