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Charitable Remainder Trusts  

A charitable remainder trust allows you to make a gift to The Carter Center while receiving a stream of income for yourself and/or other beneficiaries for your lifetimes or for a designated period of years. The annual rate of income from the trust is a percentage or dollar amount that is agreed upon when the trust is established (minimum 5% of the original value of the assets used to fund the trust). A trust for which The Carter Center will serve as trustee may be funded with cash, securities, or other appreciated assets with a minimum value of $200,000.

Trust instruments present many options to beneficiaries including choices of payout rate, beneficiaries, and trustees. Trusts may also be established within or in conjunction with a will. The Carter Center's Office of Gift Planning would be pleased to work with you and your advisors to explore trust options that may work for you. Please contact us at (800) 550-3560, ext. 860 or by e-mail at karen.price@emory.edu.

The Carter Center always recommends that individuals consult their financial or legal advisor when considering any type of planned gift. The information provided above should not be considered legal or accounting advice.