Charitable Remainder Annuity Trusts
(Is this gift for you?)
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to the American Cancer Society 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 hold tax-free bonds and want to continue to draw tax-free income from your gift plan.
For more information
Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.