Planned Giving

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

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

Benefits

  • 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 AJWS

More Information

Contact Us

Elizabeth Briand
Associate Director for Planned Giving
212.792.2900
ebriand@ajws.org

 

American Jewish World Service
45 West 36th Street
New York, NY 10018

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