Here is the payoff:
• You receive a fixed payment for life or a
period of as many as 20 years.
• You eliminate up-front capital gains tax
on any appreciated securities used to fund
the trust.
• You benefit from a sizable federal income tax
charitable deduction in the year you set up
and fund your trust.
• You have the potential to increase the income
you may be receiving from your current
investments.
• You may even choose to free yourself from
further investment responsibilities.
Sound interesting? Here is how it works.
Hassle-Free, Secure Income
The charitable remainder annuity trust is a deferred
gift that lets you commit a substantial amount to
support the mission of NSDAR later while securing
income now. You donate assets to this trust and
receive a fixed dollar amount each year for the rest of
your life or a period of as many as 20 years.
You decide at the outset the amount you wish to
receive from your contribution, perhaps far more than
the yield from your current investments. And, if you
wish, your spouse or other individuals can receive
the same income after your lifetime. Ultimately,
the remaining balance in the trust (the "charitable
remainder"), after the lifetimes of those you choose
or a period of years, will be distributed to NSDAR.
How to Turn a Donation
Into a Paycheck for Life
e Charitable Remainder Annuity Trust
Imagine investing your hard-earned money for a decent gain without having to worr y
about risk. Impossible? Not if you are the charitable sort. e charitable remainder annuity
trust is specially designed to satisf y your need for financial security while investing in the
future of NSDAR .
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