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 Deerfield 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 Deerfield
Request an eBrochure
Request Calculation
Contact Us
Matt Westman, Director of Planned Giving
Email: mwestman@deerfield.edu
Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
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Disclaimer
Contact Gift Planning Office
Kay Davidson, Planned Giving Program Coordinator
(413) 774-1584
Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu
7 Boyden Lane, Deerfield, MA 01342
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