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Gift Planning
Welcome
Visionary Society
CGA Rates
Ways of Giving
Goals & Benefits
Gifts Anyone Can Afford
Gifts That Pay You Income
Charitable Gift Annuity
Deferred Gift Annuity
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
Gifts That Protect Your Assets
More Information
For Professional Advisors
Contact Us
Fallon Every
Development Manager
,
Phone:
Email:
fevery@gvh.org
Charitable Remainder Annuity Trust
How It Works
You transfer cash, securities, or other appreciated property into a trust.
The required minimum for this type of gift is $0.
The trust makes fixed annual payments to you or to beneficiaries you name.
When the trust terminates, the remainder passes to to be used as you have directed.
Benefits
Receive income for life or a term of years in return for your gift.
Receive an immediate income tax deduction for a portion of your contribution.
Pay no up front capital gains tax on appreciated assets you donate.
Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.
Next
Contact us
so we can assist you through every step.
www.GVH.org