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Charitable Remainder Annuity Trust: The Details

An attractive way to make a gift, receive fixed payments, and defer or eliminate capital gains tax. It provides a steady cash flow and may be more beneficial than keeping an asset or selling it outright.

Is this gift right for you?

A charitable remainder annuity trust may be for you if…

  • You want to make a major gift to Anti-Defamation League while retaining or increasing your income from the assets you contribute.
  • You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
  • You prefer the stability of a fixed income.
  • You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

A charitable remainder annuity trust is a separately invested and managed charitable trust that pays you, and/or other beneficiaries, a fixed annuity for life or for a term of years (up to 20). You receive a charitable income tax deduction for a portion of the value of the assets you place in the trust. By law no additional gifts to the trust are permitted once the trust is initially funded. After the annuity trust terminates the balance or "remainder interest" goes to Anti-Defamation League Foundation to be used as you designate.

If you are insurable, you can even use some of the income or tax savings produced by your plan to purchase a life insurance policy that replaces your gift and flows to your heirs outside of your estate ("wealth replacement"). We can assist you and your advisors as you design the right unitrust to achieve your goals.

Planning Points

With an annuity trust you can:

  • Receive stable, predictable income equal to no less than 5% of the original gift.
  • Avoid all upfront capital gains tax on any appreciated assets you contribute to the annuity trust.
  • Receive income that may be taxed favorably.
  • Reduce your estate tax liability.

Please contact us so that we can assist you through every step of the process.

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Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.