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 The Riddle HealthCare Foundation to be used as you have directed.

Benefits

• Receive income for life or a term of years in return for your gift.
• Receive an immediate income tax deduction for a portion of your contribution.
• Pay no upfront capital gains tax on appreciated assets you donate.
• Your trust can meet personal or family needs that are tied to a specific timeframe, such as tuition payments.

• A Charitable Remainder Trust Can Customize Your Contribution!

Next

• More detail about Charitable Remainder Annuity Trusts
• Frequently asked questions on Charitable Remainder Annuity Trusts.
• Contact us so we can assist you through every step.

The material presented on this website is not offered as legal or tax advice.
Read full disclaimer | Planned Giving Content © 2010 VirtualGiving