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Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust
Stock or Cash
Annuity Trust
Donor
JFNA
Annuity Trust
You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.

Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Benefits of a Trust Gift

  • A fixed income for life, lives or term of years
  • Capital gains tax avoided upon the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift
  • Future legacy gift to your Jewish Federation, Jewish Community Foundation or The Jewish Federations of North America

Charitable Remainder Annuity Trust for Fixed Income

If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays out the same amount each year based on a fixed percentage of the value of the property at the time it is gifted to the trust.

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Any tax consequences described on this page are based on U.S. federal tax law. Charitable deductions from state and local taxes or from Canadian and provincial taxes may not be available to the same extent as from U.S. federal taxes. The Jewish Federations of North America (JFNA) does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel. You may read JFNA's charitable solicitation disclosure statement here and important information about endowment gifts and bequests to JFNA here.