Charitable Remainder Annuity Trust
(Is this gift for you?)
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to the University of Pennsylvania 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
Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.
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