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Charitable Remainder Annuity Trusts
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to Julie Billiart School 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.
More
- Picture this gift. Click here.
- Read more detail. Click here.
To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (216) 381-1191 so that we can assist you.
The Julie Billiart School
4982 Clubside Rd.
Lyndhurst,OH 44124
(216) 381-1191 | Fax: (216) 381-2216
