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Charitable
Remainder Trust The
charitable remainder trust is a separately managed and
highly personalized life income option. This vehicle
provides for payments to the beneficiaries either for
life or a term of years (not exceeding twenty). At death,
or at the end of the term, the remaining trust assets
(the remainder interest) are distributed to The Plea
Agency. In creating the trust, you, the donor, are able
to appoint the trustee, designate the beneficiary and
select the term of the trust. The rate may not be less
than 5%, however, as the payout rate increases, the
charitable income tax deduction to the donor decreases.
The amount of the tax deduction is also affected by
the number of beneficiaries and their ages.
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