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ApplyThis Charitable Remainder Trust is made on [Date] by and between:
Settlor / Grantor: [Full Name]
Address: [Address]
Initial Trustee: [Full Name / Company Name]
Address: [Address]
Income Beneficiary: [Full Name]
Address: [Address]
Charitable Remainder Beneficiary: [Full Legal Name of Charity or Charities]
Address: [Address]
The Settlor creates this trust under the name:
[Name of Trust]
This trust is created as a charitable remainder trust and shall be administered according to the terms stated in this document.
This trust shall be administered as:
☐ Charitable Remainder Annuity Trust
☐ Charitable Remainder Unitrust
☐ other charitable remainder structure described as follows: [Describe]
The purpose of this trust is to hold and manage trust property, make payments to the income beneficiary or beneficiaries during the trust term, and distribute the remaining trust property to the charitable remainder beneficiary or beneficiaries when the trust ends.
The Settlor transfers to the Trustee the following trust property:
[Cash]
[Securities]
[Real property]
[Business interest]
[Other contributed assets]
Additional description of trust property:
[Insert details]
The following person or persons shall receive the income interest under this trust:
Beneficiary Name: [Full Name]
Date of Birth: [Date of Birth]
If there is more than one income beneficiary, list them here:
[Insert names]
The Trustee shall make distributions to the income beneficiary or beneficiaries as follows:
If this is an annuity trust:
Annuity Amount: [$Amount] per year
Payment Frequency: [Annual / Quarterly / Monthly / Other]
If this is a unitrust:
Unitrust Percentage: [Percentage]% of the annual fair market value of trust assets
Valuation Date or Method: [Describe]
Additional payout terms, if any:
The payment term of this trust shall continue for:
☐ the lifetime of the income beneficiary
☐ the joint lifetimes of the income beneficiaries
☐ a term of [Number] years
☐ other: [Describe]
The trust shall end at the close of the applicable term unless ended earlier under this document or applicable law.
The Trustee shall manage the trust property and may take reasonable action to protect, invest, reinvest, hold, sell, exchange, lease, distribute, or otherwise administer trust assets in a prudent manner and according to the purpose of this trust.
The Trustee may:
[retain professional advisers]
[obtain appraisals or valuations]
[open bank or brokerage accounts]
[buy or sell trust assets]
[make tax and administrative decisions]
[maintain books and records]
[exercise other lawful trustee powers consistent with this trust]
The Trustee shall calculate and make trust payments according to the trust type selected above.
Payment details:
☐ payments made directly to beneficiary
☐ payments divided among multiple beneficiaries as follows: [Describe]
☐ prorated first-year payment method: [Describe]
☐ other: [Describe]
At the end of the trust term, the remaining trust property shall be distributed to:
[Full Legal Name of Charity]
If more than one charitable beneficiary is intended, the remainder shall be distributed as follows:
[Name of Charity and percentage or share]
If a named charity no longer exists or cannot take, the remainder shall be distributed as follows:
[Insert alternate charity terms]
If the Initial Trustee dies, resigns, becomes unable to serve, or is removed, the following person or entity shall serve as Successor Trustee:
[Successor Trustee Full Name / Company Name]
If that person or entity cannot serve, the next Successor Trustee shall be:
[Alternate Successor Trustee Full Name / Company Name]
The Trustee shall be:
☐ entitled to reasonable compensation
☐ not entitled to compensation except reimbursement of expenses
☐ compensated as follows: [Describe]
The Trustee shall be reimbursed for reasonable expenses properly incurred in administering the trust.
The Trustee shall keep reasonable books and records of trust property, income, expenses, valuations, and distributions.
The Trustee shall provide reports or accountings:
☐ annually
☐ upon reasonable written request
☐ to the following person or persons: [Name(s)]
☐ as otherwise required by law
Special terms regarding contributed property, sale of assets, investment standards, payment handling, or charitable distribution:
This trust is intended to be irrevocable except to the extent a limited power, correction, or modification right is expressly stated here:
[Insert details or write “None”]
This trust shall be governed by the laws of the state of [State].
Settlor / Grantor Signature: __________________________
Name: [Full Name]
Date: [Date]
Trustee Signature: __________________________
Name: [Full Name]
Date: [Date]
Additional Trustee Signature, if needed: __________________________
Name: [Full Name]
Date: [Date]
State of [State]
County of [County]
On this [Day] of [Month], [Year], before me, the undersigned notary public, personally appeared [Name of Signer(s)], known to me or satisfactorily proven to be the person(s) whose name(s) are subscribed to this instrument, and acknowledged that they executed the same for the purposes stated herein.
Notary Public Signature: __________________________
Name: [Notary Name]
My Commission Expires: [Date]
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For quick answers, scroll below to see the FAQ.
Frequently asked
A charitable remainder trust, or CRT, is an irrevocable trust that provides income to one or more noncharitable beneficiaries for life or for a stated term, after which the remaining trust assets pass to charity. IRS and Cornell both describe CRTs as split-interest arrangements that combine an income stream for private beneficiaries with a charitable remainder interest.
You need a charitable remainder trust to clearly define how contributed assets will be managed, how annual payments will be made to the income beneficiary or beneficiaries, and which charitable organization will receive the remainder at the end of the trust term. The IRS notes that CRTs can also support charitable planning, provide income for life or a specific period, and may allow partial charitable deduction treatment and tax deferral in some situations.
Use a charitable remainder trust when a donor wants to transfer assets into an irrevocable trust, keep an income stream for a period of years or for life, and leave the remainder to charity at the end of that period. CRTs are commonly structured either as a CRAT, which pays a fixed annuity amount, or as a CRUT, which pays a fixed percentage of trust assets valued annually.
Start with the trust name, date, settlor, trustee, income beneficiary, and charitable remainder beneficiary. Then state whether the trust is intended as a CRAT or CRUT, describe the funded assets, define the payout amount or formula, identify the trust term, and state how and when the charitable remainder will pass. Because CRTs are governed by detailed tax rules and filing requirements, the drafting should also address administration, valuation, accounting, and final distribution carefully.
AI Lawyer can help by organizing the trust into clear sections so each reviewer can find the relevant details quickly. It can also add internal reference fields, trustee notes, and placeholders that make updates easier to track. A consistent structure helps reduce repeated edits and lowers the chance of missing key details like payout terms, charitable beneficiary language, trustee powers, or termination provisions before the trust is signed.
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