Planned Giving Home
Personal Donor Stories
Legacy Planner®
Compare Gifts
Goals & Benefits
Gift Calculator
Gift Plans »
Assets You Can Give »
Frequent Questions
Glossary
Request Information Form
Planned Giving Team


PLANNED GIVING

Related Links

· 

Gift illustration

· 

Complete gift description

·  Is this gift for you?
·  Who should trustee?
· 

Gift example

«

Back

Charitable Remainder Annuity Trust
(A Stable Dose of Fixed Income)



How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to Taft.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on any appreciated assets you donate.

  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and Taft later.


For more information

Email us, complete the personal illustration form, or call us at (860) 945-5923 so that we can assist you through every step of the process.


Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org

Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org

The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756

Planned Giving content and Legacy Planner® copyrighted © 2008 VirtualGiving.