print this page email this page decrease font size increase font size

Gift Planning

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 Rollins for purposes you specify


  • 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 Rollins 

Next Steps


© Pentera, Inc. Planned giving content. All rights reserved.