Charitable Remainder Annuity Trust
Click Here for Detailed Explanation
How It Works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust makes fixed annual payments to you or to anyone you name. |
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When the trust ends, the principal passes to St. Joseph's Prep. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on any appreciated assets you donate.
- You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
- You can have the satisfaction of making a significant gift that benefits you now and the Prep later.
More
- Read more detail. Click here.
For more information
If you are considering a charitable remainder annuity, email us, complete the personal illustration form, or call us at 215-978-1003 so that we can assist you through every step of the process.


