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Charitable Remainder Trust Outline
Free charitable remainder trust outline — an income-generating trust that eventually passes its remaining assets to charity.
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This free charitable remainder trust outline covers 1. Purpose, 2. Trust Type, 3. Payout Rate, 4. Trustee's Powers, 5. Term with 7 clearly marked [placeholder] fields to fill in — built for individuals and small businesses handling a straightforward legal document themselves needing a clear, professional document without commissioning custom legal drafting for a routine situation. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Charitable Remainder Trust (Outline)
Grantor: [Name] Trustee: [Name/Institution] Charitable Beneficiary: [Charity Name] Date: [Date]
1. Purpose
Grantor transfers assets to this trust, which will pay income to [Grantor / a named non-charitable beneficiary] for [a term of years / the beneficiary's lifetime], with the remaining trust assets passing to the named charity thereafter.
2. Trust Type
[ ] Charitable Remainder Annuity Trust (CRAT) — fixed dollar payment [ ] Charitable Remainder Unitrust (CRUT) — fixed percentage of trust value, revalued annually
3. Payout Rate
[%] of [initial trust value (CRAT) / annually revalued trust value (CRUT)], paid [Frequency], meeting the IRS-required minimum payout rate.
4. Trustee's Powers
Trustee will invest and manage trust assets prudently, consistent with generating the required income payout.
5. Term
This trust continues for [Number of years, not exceeding 20 / the lifetime of the named beneficiary(ies)].
6. Remainder to Charity
Upon termination, all remaining trust assets pass to [Charity Name], which must be a qualified 501(c)(3) organization.
Grantor: ______________________ Date: ____________ Trustee (acceptance): ______________________ Date: ____________
*This document is provided for informational and educational purposes only and is NOT a substitute for legal or tax advice. Charitable remainder trusts have strict IRS qualification requirements (minimum/maximum payout rates, a required minimum charitable remainder value) — an improperly drafted CRT can lose its tax benefits entirely. Use a licensed estate planning attorney and CPA to establish one.*
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What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 6 standard sections: 1. Purpose, 2. Trust Type, 3. Payout Rate, 4. Trustee's Powers, 5. Term, 6. Remainder to Charity
- 7 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Before involving a lawyer
A solid starting draft to review with counsel, or to use directly for a low-stakes situation.
FAQ
Is this charitable remainder trust outline template really free?
Yes — this Charitable Remainder Trust Outline template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.
What does this charitable remainder trust outline cover?
This legal template includes 1. Purpose, 2. Trust Type, 3. Payout Rate, 4. Trustee's Powers. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. This template reflects common practice, not your jurisdiction's specific requirements. Legal formalities (required language, witness or notarization rules, filing steps) differ by state and sometimes by county — confirm them with a licensed attorney before this document does any real work.
Can I edit the wording?
Yes. All 7 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free legal and related document templates in the docstoc library at /document-templates/.
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