Charitable Remainder Trust

The charitable remainder trust may provide you with lifetime income. Charitable remainder trusts are attractive to many individuals because of the wide range of assets that may be donated, including publicly traded securities, closely held stock and real estate. These trusts are individually invested and can be tailored to your personal situation. Charitable remainder trusts can be established to provide lifetime income for you and/or others, or income for a set number of years up to a maximum of 20 years. The trust can give you a variable income payment (unitrust) or a fixed income payment (annuity trust). (Minimum gift level to establish a charitable remainder trust is $50,000.)

You are additionally entitled to substantial tax benefits when you establish a charitable remainder trust. Because such trusts are tax exempt, appreciated assets that are donated can be sold by the trust without capital gains tax, allowing the full sale proceeds (net of applicable commission) to be reinvested for your benefit. Also, your gift generally entitles you to an income-tax deduction for a portion of the full fair-market value of the assets you donate. After your charitable remainder trust terminates, American Farmland Trust receives the remaining trust principal.

Our planned giving office is here to help you determine the type of gift that's right for you. You can contact AFT's Vice President of Development and External Affairs, Susan Sink at 202-378-1206 or ssink@farmland.org to make American Farmland Trust a part of your lasting legacy.