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Charitable Remainder Annuity Trust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
- Remainder to UA Foundation 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 UA Foundation
Request an eBrochure
Request Calculation
Contact Us
Harry Need, CFRE
Senior Director of Philanthropic Services
hwneed@alaska.edu
907-786-4840
Tax ID: 23-7394620ANCHORAGE OFFICE
University of Alaska Foundation
1835 Bragaw Street, Suite 249
Anchorage, AK 99508
907-786-1111
foundation@alaska.edu
FAIRBANKS OFFICE
University of Alaska Foundation
2025 Yukon Drive, Suite 208
PO Box 755080
Fairbanks, AK 99775
907-450-8030
foundation@alaska.edu© Pentera, Inc. Planned giving content. All rights reserved.
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