Charitable Remainder Annuity Trust

Is this gift for you?
A Charitable Remainder Annuity Trust is for you if ...

• You want to make a major gift to American Heart Association while retaining or increasing your income from the assets you contribute.
• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
• You prefer the stability of a fixed income.
• You want a larger charitable deduction for your gift than the unitrust option would provide.
• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

For more information

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