Planned Giving – Annuities and Trusts

Annuities and Trusts

You can help our community’s animals and at the same time receive income for life and the life of your beneficiary. Charitable gift annuities and charitable remainder trusts are both methods of giving that are used by organizations to benefit their programs.

Annuities and trusts are wonderful strategies if you have appreciated assets (typically stocks or property) and you would like to increase your income.  Charitable gift annuities are popular because they provide a fixed income to you for life regardless of the market conditions.

A charitable remainder trust is an irrevocable trust that pays you a percentage of the trust’s value on a regular schedule, and if desired, the lifetime of one beneficiary. Upon the donor’s (or beneficiary’s) death, the principle passes to AWA without any estate taxes.

If you would like more information, please download our Planned Giving Brochure.

Since a trust is a legal entity, you will need an attorney to draft a trust agreement. You will also need to appoint a trustee to oversee the fund’s investment and distribution of payments. AWA can serve as the trustee for qualifying gifts, however, you are always able to select your own trustee.

If you would like help creating a charitable annuity or trust but need assistance, AWA has financial advisors and attorneys who are willing to work with potential donors.

If you have created a charitable annuity or trust and would like to be a part of our Legacy of Love friends circle, simply fill out and return this Letter of Commitment.

For more information, you can contact Laura Houston, our Executive Director, email [email protected]

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