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Charitable Remainder Annuity Trust

CRAT Diagram

How it Works

  • You transfer cash, securities or other appreciated property into the trust managed by the WVU Foundation.
  • The trust makes fixed annual payments to you or to beneficiaries you name.
  • When the trust terminates, the remainder passes to support WVU, West Virginia 4-H, the Mountaineer Athletic Club, WVU Institute of Technology, and Potomac State College of WVU as you have directed.
  • See the financial benefits for yourself with our Gift Calculator.

Benefits

  • Receive income for life or a term of years in return for your gift.
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no upfront capital gains tax on appreciated assets you donate.
  • Your trust can meet personal or family needs that are tied to a specific timeframe.

Next: Tell me more...

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

Questions and Answers


Who can serve as trustee of my annuity trust?

How would the assets in my annuity trust be invested?

Is it better to give cash or appreciated securities?

Can I include my children as income beneficiaries?

What are the tax implications of my charitable remainder trust?

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