Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

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 UCS for purposes you specify


  • 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 UCS

More Information

Contact Us

UCS Planned Giving Office
Tracy Donahoe
Samantha Akiha
Eric St. Jacques


2 Brattle Square
Cambridge MA 02138
(617) 301-8095

UCS Tax ID #: 04-2535767


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