Charitable Remainder Annuity Trust

If you are planning the sale of an appreciated asset and are concerned with capital gains taxes, or if you recently sold property and are looking for a way to save on taxes this year and plan for retirement and are looking for stable income each year, this may be the ideal resource for you. To establish a charitable remainder unitrust, a minimum investment of $50,000 is required. 

Why Establish a Charitable Remainder Annuity Trust

  • Receive fixed income for life or a term of up to 20 years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for a portion of your gift
  • Leave a lasting legacy to Kent State University

Please contact us with any questions about a charitable remainder annuity trust.