CHARITABLE REMAINDER ANNUITY TRUST

A GIFT TO US WITH PREDICTABLE BENEFITS TO YOU

If you are disappointed in the yield from your current investments in the stock and bond markets, yet you want to avoid the capital gains tax should you sell, consider a charitable remainder annuity trust.

This plan will pay for you, year after year, the same dollar amount you choose at the outset. The income payments are fixed based on the starting valuation. Then after your (or other named beneficiary’s) lifetime and the lifetime of the survivor beneficiary (if desired), the trust remainder is available to support our mission.

The charitable remainder annuity trust is more than an eventual gift to us. It lets you give away the tree and still keep the fruit, because you receive an income stream from your donation.

BENEFITS

  • Receive a fixed dollar income paid annually

  • Obtain a partial charitable deduction

  • Increase your income from a low-yield asset

  • Gain freedom from investment management

  • Avoid capital gains tax