Charitable Remainder Annuity
What?
- Provides income to donor for a set term, and a deferred gift to TRGT
Why?
- Provides income for a fixed term (minimum of five years)
- Provides federal and state income tax deductions
- Possible estate tax savings
- No capital gains tax
- TRGT receives gift relatively soon
Who?
- Those wishing to provide TRGT with a considerable gift after receiving substantial income over the fixed term of the annuity (minimum five years)
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For informational purposes only, and is not intended to be tax or legal advice. Prior to making a gift to TRGT, please consult a qualified financial advisor.
