A charitable remainder trust is a gift plan that allows you to provide income to yourself or others while making a generous gift to Earlham.
The kind of income that is paid out can be a fixed dollar amount (as with an annuity trust) or an amount that varies from year to year (as with a unitrust).
- You can name yourself, your spouse, or other loved ones as the income beneficiaries. The income beneficiaries you name will receive annual income for life, or for the period you designate.
- You will qualify for a federal income tax deduction.
- If you fund the trust with a long term appreciated asset (one you have held for more than one year) and the trust sells it, there will be no immediate tax on the capital gain.
- The remaining proceeds from the gift come to Earlham to support whatever purpose you designate
Minimum Gift Required: $100,000
If you are interested in doing your own planned gift calculation for a Charitable Remainder Trust, please visit GiftCalcs' secure server.
Gifts That Pay Income for Life
For more information on
Kim Kelly Tanner
Associate Vice President for
Other Life Income Options: