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Paula Schubert
Gift Planning Relationship Manager
1-888-701-4438 or 916-740-3240
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Charitable Annuity Trust

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
Annuity Trust
World Vision


  • 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.