• Similar to the unitrust, but with a fixed payout of 5% or more, based on the initial fair market value of the gift in trust.

• Provides a predictable source of income to the beneficiary each year regardless of changes in the market.

• Unlike a unitrust, no additions are permitted to an established charitable remainder annuity trust.

• When the trust terminates, remaining trust principal will be available to Rush for the purpose you designated upon creation of the original trust agreement.

• Benefits can include avoidance of the capital gains tax, an immediate charitable income tax deduction for the value of the remainder interest—the anticipated future gift to Rush—and reduction in the size of your taxable estate.

For additional information on Rush’s life income plans please contact Vicki Woodward at (312) 942-6954 or vicki_j_woodward@rush.edu.