Charitable Remainder Trusts

Boost Your Retirement Income While Making History

There are several ways to make a gift in trust to benefit you, a spouse, a family member or other beneficiary, and Colonial Williamsburg. To establish a charitable remainder trust you simply transfer property to a trustee, usually Colonial Williamsburg. The minimum gift for an individual charitable remainder trust is $100,000, either in cash, marketable securities, or real estate.

You may choose to receive a fixed dollar amount from the trust each year or you can choose a stated percentage of the fair market value of the trust assets as revalued each year. The latter option provides an opportunity for income to grow along with the value of the trust, although this can not be guaranteed. Upon the death of the last beneficiary, the remaining assets are distributed to Colonial Williamsburg.

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