A Charitable Remainder Annuity Trust pays a fixed dollar amount annually regardless of trust performance - ideal if you need predictable income. A Charitable Remainder Unitrust pays a fixed percentage of trust value recalculated each year - payments increase if investments appreciate, providing inflation protection. Both require a minimum 5% payout rate and generate a current-year charitable deduction based on the present value of the charity's remainder interest.
From the seller playbook: Charitable Remainder Trusts and Property Donation Strategies
This is general information, not legal, tax or accounting advice. Every situation is different. Talk to a licensed attorney, accountant or tax professional before you act.
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