Charitable Remainder Trust

Planned Giving

Solutions for Large Donations

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to USA for UNHCR.

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

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Calculate Your Benefits

Submit a few details and see how a charitable remainder trust can benefit you.

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Next Steps

  1. Contact David Hall at 202-293-0434 or plannedgiving@usaforunhcr.org to talk about supporting USA for UNHCR by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include USA for UNHCR in your plans, please use our legal name and federal tax ID.

Legal name: United States Association for UNHCR
Address: 1310 L St NW, Ste 450
Washington, DC 20005
Federal tax ID number: 52-1662800

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