University Advancement

Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488

(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

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 OU for purposes you specify

Benefits

  • 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 OU

More Information

Contact Us

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

 

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

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