Related Links

Charitable Remainder Annuity Trust

Is this gift for you?
A Charitable Remainder Annuity Trust is for you if ...

  • You want to make a major gift to MU Foundation 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 want a larger charitable deduction for your gift than the unitrust option would provide.
  • You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.