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 the UW-Platteville Foundation 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 the UW-Platteville Foundation

More Information

Contact Us

Bridget Wallace
Senior Development Officer
wallacebr@uwplatt.edu
815.440.7084

 

Office of Planned Giving
University of Wisconsin – Platteville Foundation and Alumni Association
1 University Plaza
Platteville, WI 53818

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