Charitable Remainder Annuity Trusts
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to the Catholic Diocese of Wilmington 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 want a larger charitable deduction for your gift than the unitrust option would provide.
- You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.
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To learn more about Charitable Remainder Annuity Trusts, Email us, complete the Information Request form, or call us at 302-573-3125 so that we can assist you.
