Charitable Remainder Trust

Solutions for Large Donations

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to CARE.

These types of gifts may 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.

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See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

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An Example of How It Works

Dr. Robert P. BurchardWhen Dr. Robert P. Buchard traveled to Nigeria with the Peace Corps, the experience broadened his view of the world and sparked his interest in CARE. He made his first gift in 1972 and has since traveled to Haiti and Ecuador to see CARE's work firsthand. “I was struck by the quality of CARE's programs,” he says. “The staff's deep commitment to their work was inspiring.” Dr. Buchard was moved to establish a charitable remainder unitrust (CRUT) with CARE. The trust provides him with income throughout his lifetime, and the remainder will pass to CARE, creating a lasting legacy of his generosity.

Read Dr. Buchard’s full story.

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Next Steps

  1. Contact José L. Orengo, Esq. at 1-800-752-6004 or plannedgiving@care.org to talk about supporting CARE by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include CARE in your plans, please use our legal name and federal tax ID.

Legal name: CARE (Cooperative for Assistance and Relief Everywhere, Inc.),
Address: 151 Ellis St. NE, Atlanta, GA 30303
Federal tax ID number: 13-1685039