Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to State University of New York at Oneonta Foundation Corporation for purposes you specify


  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for SUNY Oneonta

More Information

Contact Us

Joanne Tobey
Division of University Advancement
Phone: 607.436.2481


SUNY Oneonta
Division of University Advancement
308 Netzer Administration Building
108 Ravine Parkway
Oneonta, NY 13820


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