How to Give
Solutions for Large Donations
The Advantages of a Charitable Remainder Trust
See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.View My Guide
If you have built a sizeable estate and also are looking for ways to receive reliable payments, consider charitable remainder trust.
These types of gifts do offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
An Example of How It Works
Calculate Your Benefits
Submit a few details and see how a charitable remainder trust can benefit you.
- Contact Kyle Isaack at 513.233.6161 or KIsaack@athenaeum.edu to talk about supporting Athenaeum Of Ohio by setting up a charitable remainder trust.
- Seek the advice of your financial or legal advisor.
- If you include Athenaeum Of Ohio in your plans, please use our legal name and federal tax ID.
Legal Name: Athenaeum Of Ohio
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.