You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.
Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.
Charitable Remainder Annuity Trust
Stock or Cash
- Receive fixed payments for life or a term of years
- Avoid capital gains tax when the trust sells appreciated assets used to fund the trust
- Receive a charitable income tax deduction for remainder portion of your gift to World Vision
- Accumulate undistributed earnings in the trust tax-free
- Help future generations of children
Charitable Remainder Annuity Trust for Fixed Income
If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays out a fixed amount each year based on the value of the property at the time it is gifted.
Contact Us for More Information
If you have any questions about making a charitable annuity trust, please click here to send us an email or call 1.800.426.5753.