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Planned Giving

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Salve Regina for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for Salve Regina

More Information

Contact Us

Sandra Anthoine
Assistant Vice President of Development & Planned Giving
sandra.anthoine@salve.edu
401-341-2101

Federal Tax ID Number: 05-0259080

 

Salve Regina University
100 Ochre Point Drive
Newport, RI 02840

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