Students, Faculty, & Donor Stories
Trust and Gift Annuity Services
Assets Management & Online Account Access
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Remainder Annuity Trust
(Gift example*)
You are holding appreciated stock valued at $100,000 from which you receive a $1,000 dividend annually. You would like to reinvest for more income; however, you will owe a capital gains tax on $90,000 of profit if you do. Instead, you contribute the to a charitable annuity trust paying you and your spouse (ages 70 and 68) $5,000 annually.
What are the benefits?
Amount contributed |
$100,000 |
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Cost basis |
$10,000 |
Capital gains tax avoided (90,000 x 15%) |
$13,500 |
Annual income (fixed) |
$5,000 |
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Charitable deduction * |
$40,328 |
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Tax savings @ 33% |
$13,308 |
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| Click here to calculate the benefits a Charitable Remainder Annuity Trust would give you. |
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Note: The Annuity Trust is not the only gift plan that pays you lifetime income. Compare its benefits with those of the unitrust and the gift annuity. |
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For more information
Email us, complete the personal illustration form, or call us at 1-888-PGTUFTS so that we can assist you through every step of the process.
Meet Our Donors |
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Ophelia will support future Tufts students through her charitable remainder unitrust. About Ophelia About her gift |
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Tufts’ leaders have a vision that we share and enthusiastically endorse. About Gary and his wife About their gift |
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Lloyd will support future Tufts students through his estate plans. About Lloyd About his gift |
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Carl remembered Tufts University in his will. |
