RIT Alumni Association

Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Who should trustee?

 · 

Gift example

 «

Back

Charitable Remainder Annuity Trusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to beneficiaries you name.

When the trust terminates, the remainder passes to RIT.


Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
  • You pay no upfront capital gains tax on any appreciated assets you donate.
  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
  • You have the satisfaction of making a significant gift that benefits you now and RIT later.

For more information

Email us, complete the personal illustration form, or call us at 1 (800) 477-0376 so that we can assist you through every step of the process.