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 NCH 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 NCH

More Information

Contact Us

Miriam Ross
Director of Development
239-624-2015
Miriam.Ross@nchmd.org

Federal Tax ID Number: 59-2314655

 

NCH Center for Philanthropy
PO Box 234
Naples, FL 34106-0234

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