Charitable Remainder Trusts: Is This Gift Right for You?

A charitable remainder trust has special appeal for PETA supporters who would like to make a gift and receive income in return. Review the checklists below to see if you fit the profile for either type of charitable remainder trust.

Annuity Trust

• You would like more future income.
• You want a fixed income you can count on.
• You own low-yield assets that are worth more now than when you purchased them.
• You want a higher current income without incurring up-front long-term capital gains taxes.

Unitrust

• You would like more future income.
• You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
• You own low-yield assets that are worth more now than when you purchased them.
• You want a higher current income without incurring up-front long-term capital gains taxes.
• You like the idea that additional assets can be added to the trust during your lifetime.

	Calculate your possible benefits with a charitable remainder trust.

Helpful Resources
Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you. To learn more about how you can support PETA through a trust, contact Tim Enstice at 757-962-8213 or plannedgiving@peta.org.