Ottawa University Planned Giving

Charitable Remainder Annuity Trust

If you're disappointed in the yield from your current investments in the stock and bond markets, yet you want to avoid the capital gains tax should you sell, try a charitable remainder annuity trust.

This plan will pay you, year after year, the same dollar amount you choose at the outset. The income payments are fixed, based on the starting valuation. Then after your lifetime (and the lifetime of a surviving beneficiary, if desired), the trust remainder is available to support our mission.

The charitable remainder annuity trust is more than an eventual gift to us. It lets you give away the tree and still keep the fruit, because you receive an increased income from your donation.

Benefits

• A fixed dollar income paid annually, semiannually or quarterly
• Immediate charitable deduction
• A way to increase income from a low-yield holding
• Freedom form investment management
• Avoidance of capital gains tax on appreciated assets used to fund the trust