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Charitable Remainder Annuity
Trust
If you're uncomfortable letting
your future retirement dollars ride the ups and downs
of the stock and bond market, try a charitable remainder
annuity trust.
This plan will pay you a fixed
dollar amount every year for the rest of your life,
with no investment worries or responsibilities. Then
after your lifetime (and the lifetime of a surviving
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 received lifetime income from your donation.
Benefits:
A fixed and certain dollar income
for life
Immediate charitable deduction
A way to increase income from a low-yield holding
Freedom from investment responsibilities
Avoidance of capital gains tax on appreciated assets
used to fund the trust
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