United Way Build Tomorrow Today

Endowment and Planned Giving

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.