Charitable Remainder Annuity Trusts

If you are interested in maximum flexibility and effectiveness from your gift, consider the charitable remainder trusts (CRT's) of Asheville School.

• Our unitrust pays you and/or other beneficiaries income as a fixed percentage of the principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested.
• Our annuity trust pays you and your beneficiaries a fixed income.

CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Asheville School. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.

You, your financial institution, or Asheville School may serve as the trustee of a CRT. We presently ask for a minimum gift of $100,000 to establish a unitrust that we will trustee.

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To learn more about Charitable Remainder Annuity Trusts, Email us, complete the Information Request form, or call us at 828-254-6345 ext. 4084 so that we can assist you.