Wills, Trusts, and Annuities

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 American Heart Association.

Benefits

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

  • You pay no 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 can have the satisfaction of making a significant gift that benefits you now and the American Heart Association later.

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For more information

Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.




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