Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to the Jewish Federation for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for the Jewish Federation

More Information

Contact Us

Jennifer Brier, Esq.
Director, Planned Giving and Endowments
jbrier@jewishphilly.org
215.832.0528

 

Jewish Federation of Greater Philadelphia
Two Commerce Square
2001 Market Street, Suite 2300
Philadelphia, PA 19103

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