National Society of the Daughters of the American Revolution

Charitable Remainder Annuity Trust

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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 . ★ Call Us Today (800) 449-1776 Visit Our Website plannedgiving.dar.org

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