Charitable Remainder Annuity Trusts

A charitable remainder annuity trust is a separately invested and managed charitable trust that pays you, your spouse, and/or other beneficiaries a fixed annuity income for life or a term of years. You receive a charitable income tax deduction for a portion of your gift to the trust. No additional gifts are permitted. After the annuity trust terminates, the accumulated principal or "remainder interest" goes to Seton Keough.

• Receive stable, predictable income (particularly appealing to older donors and income beneficiaries).
• Avoid all upfront capital gains tax on any appreciated assets you transfer to the annuity trust.
• Receive all or partly tax-free income if your annuity trust is invested for that objective.
• Reduce your estate tax liability by removing a large taxable asset.
• Make a satisfying and substantial gift to Seton Keough during your lifetime.

More

• Is this gift for you? Click here.
• Picture this gift. Click here.

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (410) 646-4444 so that we can assist you.