Charitable Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income.
How It Works
- You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
- The trust makes fixed annual payments to you or to beneficiaries you name.
- When the trust terminates, the remainder passes to United Way of the Greater Lehigh Valley to be used as you have directed.
Benefits
- Receive income for life or a term of years in return for your gift.
- Receive an immediate income tax deduction for a portion of your contribution.
- Pay no up front capital gains tax on appreciated assets you donate.
- Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.
Next
- More detail about Charitable Remainder Annuity Trusts.
- Frequently asked questions on Charitable Remainder Annuity Trusts.
- Related Gift: Charitable Remainder Unitrust.
- Contact us so we can assist you through every step.
“Giving through United Way provides us with a simpler and more structured way to support the charities and organizations we believe in.”
Paul and Rebecca Francis
Tocqueville Society Members
Leadership Circle spotlights
-
Nearly 1,500 Volunteers UNITE to Transform the Valley in a Single Day of Service at United Way’s 32nd Day of Caring, Presented by Crayola
Volunteers from 60 companies and organizations kick off the 2025 United Way campaign during Lehigh Valley’s largest, single-day volunteer effort.
-
15 Years of Impact: Why the Pessinas Choose to Give Back
Member spotlight: Michael and Michele Pessina have supported United Way for over 15 years, driven by a shared belief in giving locally. Their passion for education, children and lasting impact continues to shape a stronger Lehigh Valley community.
