© Phil Doyle
Gift Planning
Charitable Remainder Annuity Trust
Charitable Remainder Annuity Trust
Learn More About Planned Gifts with Mass Audubon
If you’re interested in supporting Mass Audubon through a charitable gift and want to get started with facts, benefits, and next steps, we’re ready to help. These downloadable resources outline the process of supporting the nature of Massachusetts through a variety of planned gift options. We look forward to hearing from you!
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 $100,000.
- The trust makes fixed annual payments to you or to beneficiaries you name.
- When the trust terminates, the remainder passes to Mass Audubon to be used as you have directed.
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.
- Frequently asked questions on Charitable Remainder Annuity Trusts.
- Related Gift: Charitable Remainder Unitrust.
- Contact us so we can assist you through every step.