charitable remainder trusts
Susan and Fred know what hard work is all about. And they have the rewards as a result.
Susan: "I was one of the lucky ones. It was a very tough time for me and my family, but they were there when we needed a little help with my education. Did it make a difference? I would not have a college education without my scholarship! 
Fred: "We know how important help is when it is needed, and we know how difficult it is for them to maintain their facilities and keep their standards and pay competitive to acquire and keep high-quality professors."
Susan: "I benefited because they had been supported by others before us - but now we can give back. And what a joy it is to know that when we no longer need it, part of it is going to provide scholarships for those who do. It's awesome - we are changing lives!"
Fred:"That's why Susan and I made the decision. Not only will the trust provide income to us throughout our lifetimes, but we have peace of mind knowing that the remainder will benefit countless others for years and years."
There are two different types of charitable remainder trusts.
A charitable remainder unitrust is a popular way to achieve tax benefits as well as a fixed annual percentage on the value of the assets in the trust. The assets are revalued annually and, if the trust value changes, the payment to the beneficiary(ies) changes.
A charitable remainder annuity trust is set up to pay a fixed rate of return based on the initial valuation at the time the property is placed in the trust. The trust assets are never revalued.
An example of a charitable remainder unitrust is available. Some additional information on charitable remainder trusts is also available.
Now click here to meet Phil and Alicia and Charitable Lead Trusts.
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