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Annuity Trust

Providing a Fixed Retirement Income

A Charitable Annuity Trust is similar to a Charitable Trust; the main difference is in the name, “Charitable Annuity Trust.” This trust pays a fixed annual payment to you every year, similar to a Charitable Gift Annuity. The payment must be at least 5% of the initial value of the trust assets, with the remainder of the trust going to IBS after the life of the beneficiary. The payment of the trust will never vary, regardless of the trust asset earnings. This allows you to provide income for yourself and also provide possible excess earnings for the ministry of International Bible Society. After your passing, the original assets go to further the ministry of International Bible Society.

If you would like more information on a Charitable Annuity Trust, you may contact us toll free at 1-800-448-0456, click here, or click on the Gift Calculator link.