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Charitable Remainder Annuity Trust

A Charitable Remainder Annutity Trust (CRAT) is an irrevocable tax-exempt trust that provides an income stream to you for a stated term with the remainder transferring to The Ohio University Foundation. A CRAT can be funded with cash or publicly traded securities

Charitable Remainder Annuity Trust
Stock or Cash
Annuity Trust
Donor
OU
Charity image

Benefits of a charitable remainder annuity trust

  • Receive fixed income for life or a term of up to 20 years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable remainder portion of your gift to The Ohio University Foundation

How a charitable remainder annuity trust works

  1. Transfer cash or assets to fund your charitable remainder annuity trust. We recommend a minimum of $100,000 in assets to establish a CRAT.
  2. You receive an income tax deduction in the year you transfer assets to the trust.
  3. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  4. The trust is invested to pay a fixed income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years.
  5. The minimum payout rate on a CRAT is 5% and we can work with you to determine what might work best in your situation.
  6. After the term, the remainder of the trust assets are transferred to The Ohio University Foundation for your designated purpose.

More on charitable remainder annuity trusts

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays a fixed amount each year based on the value of the property at the time the trust is funded.

Contact us

If you have any questions about charitable remainder annuity trusts, please contact us. We would be happy to assist you and answer any questions you might have.

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Kelli Kotowski

Executive Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

Kotowskk@ohio.edu
740.597.1819 office
740.707.3100 cell
800.592.3863 toll free
740.593.1432 fax

Caty Allgood

Director of Gift Planning
University Advancement

McGuffey Hall
1 Ohio University
Athens, OH 45701

allgood@ohio.edu
740.593.9968 office
440.258.6564 cell
800.592.3863 toll free
740.593.1432 fax