Charitable Remainder Annuity Trusts

• A fixed and certain dollar income based on a fixed payment rate.

• Not having to worry about investing in an uncertain money market.

• Avoidance of capital gains on appreciated assets.

• A sizable income tax charitable deduction.

• An attractive option for older donors who need investment stability.

• May not be added to at a later date.

The Charitable Remainder Annuity Trust will pay a fixed income payment, regardless of changes in the market. The payment amount is determined upon the inception of the trust and does not change for the duration of the trust.

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