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.