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.
- 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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