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Charitable Remainder Trusts

You can provide for yourself, your loved ones, and WHOI with a charitable remainder trust. The trust may hold assets for a number of years (up to 20) or for the lifetime of the income beneficiaries. At the conclusion of the trust, the remaining assets are transferred to WHOI to be used as the donor directed.

There are numerous benefits associated with the trust:
  • Donors may elect to receive either a fixed percentage of the fair market value of the trust as it is valued annually or a fixed annuity. The minimum payout rate is 5%.
  • These trusts are highly customizable – you have flexibility on the amount that is paid out and when payouts begin.
  • Unlike the gift annuity, donors may choose to have more than two individual beneficiaries.
  • They may be funded with appreciated assets such as stock, real estate or other assets.
  • They can provide a substantial charitable deduction to the donor.
  • Charitable remainder trusts can be useful retirement tools.

For information based on your particular circumstances, please use our planned gift calculator.

For more information about planned giving and the Paul M. Fye Society, please contact Jim Flynn, Director of Major Gifts and Planned Giving at (508) 289-2018, or at jflynn@whoi.edu.