Charitable Remainder Trust
Create a stream of income, enjoy tax benefits, and make a future gift to Dartmouth.
Benefits
A charitable remainder trust provides income with growth potential for life or a specified period of time. You take an immediate charitable deduction, and you’ll avoid capital gains tax on long-term, appreciated assets in the trust. You’ll also reduce or possibly eliminate your estate taxes.
Plan at a Glance
How It Works
You can fund a charitable remainder trust with cash, securities, tangible assets, or real estate. Dartmouth sells your asset(s) at market value, invests the proceeds, and manages your irrevocable trust. Income is paid to you or your beneficiaries for life or for up to 20 years.
Dartmouth offers two types: a charitable remainder unitrust pays a variable stream of income; a charitable remainder annuity trust pays a fixed stream of income. The minimum gift amount is $50,000.
Calculate the impact of your gift
Use the calculator below to help you evaluate your planned gift options. In the box where you are asked to select the IRS Discount Rate, select the highest rate for a gift annuity and a charitable remainder trust.
Please note: Dartmouth’s Gift Planning Office does not provide tax or legal advice. Gift calculations are provided for illustrative purposes only. The actual values may vary based on the timing of your gift. Please consult your attorney or tax advisor prior to entering into any gift planning arrangement.