Charitable Remainder Annuity Trust

How It Works

Create trust agreement stating terms of the trust; transfer cash or other property to trustee
Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
Remainder to PLU for purposes you specify

Payments to one or more beneficiaries that remain fixed for the life of the trust
Federal income-tax deduction for the charitable remainder value of your interest
No capital-gain tax when trust property is sold
Trust remainder will provide generous support for PLU

Request an eBrochure

Request Calculation

Sue Loiland, CFRE P '12

Senior Gift Planner

Phone: 253.535.8421

Fax: 253.535.8377

Email: loilansm@plu.edu

Jennie Griek, CAP®, CFRE '02

Gift Planner

Phone: 253.535.7156