Charitable Remainder Annuity Trust

Benefits of a Trust Gift

• Fixed income for life, lives or term of years
• Avoid capital gains tax on the sale of your appreciated assets
• Charitable income tax deduction for remainder portion of your gift to Jewish Endowment Foundation of Western Massachusetts

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 a fixed amount each year based on the value of the property at the time it is gifted.

 Print

 Email

 Calculator

 Contact

 eBrochure