Live Your Dream.org Logo

Translate this site:日本語 한국어 Portuguese Español 中国

Loading

An international volunteer organization working to improve the lives
of women and girls, in local communities and throughout the world.

WHO WE ARE     OUR IMPACT    NEWS & MEDIA     GET INVOLVED     CONTACT US Twitter facebook YouTubeTwitter YouTubeTwitter

MembersDonateFocus on Women BlogLive Your Dream

Increase Font Size Decrease Font Size Print Page Contact Soroptimist International of the Americas

Charitable Remainder Annuity Trust

CRAT Diagram

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 Soroptimist International of the Americas 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.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

Soroptimist thanks its official sponsor:
Soroptimist Logo Home | Privacy Policy | Disclaimer
Copyright © 2012 Soroptimist International of the Americas. All rights reserved.