Charitable Remainder Annuity Trusts
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to Sansum Diabetes Research Institute 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.
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To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you.
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