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How many beneficiaries may a donor name for a gift annuity or charitable trust?

April 26, 2017Annuity beneficiaries charitable donor gift Trust

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How many beneficiaries may a donor name for a gift annuity or charitable trust?

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A. With a gift annuity or a deferred-payment gift annuity, the donor may designate a maximum of two beneficiaries; with a charitable remainder trust, the donor is limited to lives in being, as long as the remainder interest minimum is met.