Bequest Charitable Gift Annuity—Immediate Charitable Gift Annuity—Deferred Charitable Lead Trust Charitable Remainder Annuity Trust Charitable Remainder Unitrust Life Insurance Retirement Plan

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Charitable Remainder Annuity Trust
(Complete gift description)

A charitable remainder annuity trust combines the flexibility of an individually managed trust with the stability of fixed regular income.

How it works

What are the advantages of an annuity trust?

Is there a minimum contribution to establish a charitable remainder annuity trust?

Federal tax law does not set a specific minimum contribution required to establish a charitable remainder annuity trust. For a minimum contribution of $50,000, the Rector and Visitors of the University of Virginia can serve as trustee of your trust.

How do I create an annuity trust?

Setting up a charitable remainder annuity trust is not difficult, but you should be advised by an attorney with expertise in the area of charitable trusts and estate planning. To save you time and expense, we will be pleased to provide an initial draft of the annuity trust agreement for your and your attorney’s review. Once the trust agreement has been signed, you will simply transfer assets to your trustee to fund your trust.

Planning points


For more information

Email us, or call us at 877-307-0158 (toll free) or (434) 924-4154 (direct) so that we may answer your questions and help you through the process.

The materials provided in this website and the examples contained herein are for illustration purposes only and are not intended as legal or tax advice. We encourage you to consult your own legal and tax advisor.