Charitable Remainder Annuity Trust (CRAT)

Like a CRUT, a CRAT also places your assets in a trust during your lifetime. But instead of paying out a fixed percentage of the trust’s value each year, CRATs pay a fixed dollar amount to you or your beneficiaries. After a specified time period, or after you or your beneficiaries pass, the remainder of the trust is given to ministry.

Give Receive Fixed Income For Life Or Term

Key Benefits

Gift Goes To Ministry After Specified Time Period Or Your Passing

Dependable Payments

Provide you or your loved ones with a predictable stream of income for life or a specified time period.

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Reap Tax Benefits

Receive an immediate tax deduction when you fund a CRT; avoid capital gains taxes by giving appreciated assets like stocks or real estate.

Give Big

CRTs are an ideal tool for planning major donations to ministry, especially if the assets you’re giving come with special circumstances (large, illiquid, or difficult-to-market private businesses), or if you prefer flexible payment arrangements. CRUTs provide an additional giving advantage because they allow you to continue to add funds throughout your lifetime or upon your death.

Get Started At: WatersEdgeServices.org/CRT