Planned Giving: Charitable Remainder Annuity Trusts Illustration
How it works
You transfer cash, securities or other appreciated property into a trust.
The trust makes fixed annual payments to you or to beneficiaries you name.
When the trust terminates, the remainder passes to PCRM.
- You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
- You pay no upfront capital gains tax on any appreciated assets you donate.
- You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
- You have the satisfaction of making a significant gift that benefits you now and PCRM later.
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