Charitable remainder trust

Solutions for complex assets

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to AFSC.

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

An example of how it works

Arlene Kelly and Helene Pollock Ardent AFSC supporters and active Quakers Arlene Kelly and Helene Pollock have strengthened AFSC’s work during their 36 years together, and before they met as well. Each was impacted by and served AFSC throughout their lives. Now that they’re retired, the couple continues to help people and communities in need by establishing charitable remainder trusts and gift annuities. Their unwavering Quaker ideals keep them deeply rooted in their commitment to AFSC’s work. Read more about Arlene and Helene here.

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Next steps

  1. Contact Alyssa Chatten at 888-588-2372 or GiftPlanning@afsc.org to talk about supporting AFSC by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include AFSC in your plans, please use our legal name and federal tax ID.

Legal name: American Friends Service Committee
Address: 1501 Cherry Street, Philadelphia, PA 19102
Federal tax ID number: 23-1352010

Discover more

See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

Personal Estate Planning Kit

Our top free resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit