Planned Giving

Charitable Remainder Annuity Trust

    Charitable Remainder Annuity Trust

    CRAT Diagram

    How It Works

    • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
    • The trust makes fixed annual payments to you or to beneficiaries you name.
    • When the trust terminates, the remainder passes to Saint Thomas More Chapel at Yale to be used as you have directed.


    • Receive income for life or a term of years in return for your gift.
    • Receive an immediate income tax deduction for a portion of your contribution.
    • Pay no up front capital gains tax on appreciated assets you donate.
    • Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.

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