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 EOC 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 EOC

More Information

Contact Us

Kelli Hirsch
Major Gifts and Grants Manager
khirsch@energyoutreach.org
303.226.5067

 

Energy Outreach Colorado
225 East 16th Ave, Suite 200
Denver, CO 80203
EIN: 74-2543881

Back

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