Charitable Remainder Annuity Trust

How It Works

1. Create trust agreement outlining terms of the trust
2. Transfer cash or other property to trustee
3. Trustee invests and manages trust assets
4. Trustee makes payments to income beneficiaries
5. Remainder to Valpo for purposes you specify

Benefits

• Income to one or more beneficiaries that remains fixed for the life of the trust
• Federal income-tax deduction for the charitable remainder value of your gift
• No capital-gain tax when trust property is sold
• Trust remainder will provide generous support for Valpo

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift

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