Charitable Remainder Trust Document Format
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FAQ
For example, say that you wanted to leave your house to the local town to use as a community center. You might set up a charitable trust to hold the house and oversee its use and caretaking even after your death.
A charitable remainder unitrust (CRUT) pays a percentage of the value of the trust each year to noncharitable beneficiaries. The payments generally must equal at least 5% and no more than 50% of the fair market value of the assets, valued annually.
HOW DOES A CHARITABLE REMAINDER TRUST WORK? Donor establishes a trust, and CCF serves as trustee of transferred assets. Donor and/or beneficiaries receive long-term income from the trust. Upon the death of the beneficiaries, the remaining assets are donated to charities named in the trust.
At the end of the term, the trust terminates and the non-charitable beneficiaries receive whatever assets remain in the trust. A CLAT files both a Form 1041 and a Form 5227.
How to Set up a Charitable Remainder Trust Create a Charitable Remainder Trust. Check with the IRS that the charity you want to benefit is approved. Transfer assets into the Trust. Name the charity as Trustee. Create a provision that states who the lead beneficiary is - remember, this can be yourself or someone else.