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 Missouri S&T 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 Missouri S&T

 

Contact Us

Jason Northern, DBA
Executive Philanthropic Advisor
573-341-4508
northernj@mst.edu

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

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