Related Links

· 

Gift illustration

· 

Complete gift description

·  Is this gift for you?
·  Who should trustee?
· 

Gift example

· 

Gift Calculator

«

Back

Charitable Remainder Annuity Trust
(A Stable Dose of Fixed Income)



How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to the Red Cross.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • As long as you are one of the beneficiaries, you pay no immediate capital gains tax on any appreciated assets you donate. A portion of the capital gains tax is spread over your life expectancy.

  • You or your designated income beneficiaries receive stable, predictable payments for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and the Red Cross later.


For more information

Email us, complete the personal illustration form, or call us at (800) 797-8022 Ext. 5 so that we can assist you through every step of the process.