Planned Giving
Parallax Sunflower
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 $100,000.
- The trust makes fixed annual payments to you or to beneficiaries you name.
- When the trust terminates, the remainder passes to Sisters of Notre Dame de Namur 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
- Frequently asked questions on Charitable Remainder Annuity Trusts.
- Related Gift: Charitable Remainder Unitrust.
- Contact us so we can assist you through every step.
Sisters of Notre Dame de Namur U.S. East-West Province is a 501(c)(3) non-profit organization. Our tax identification number is 04-3210469. Contact Our Development Team Belmont, CA Province Center: (650) 593-2045 Everett, MA Province Center: (617) 387-2500 ext. 2011 Development Office: development@ewsndden.org.