|
||||||||||
|
Charitable Remainder Annuity Trusts
(Gift illustration)
How it works
 |
You transfer cash, securities or other appreciated property into a trust. |
 |
The trust makes fixed annual payments to you or to beneficiaries you name. |
 |
When the trust terminates, the remainder passes to Wharton. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
- You pay no upfront capital gains tax on any appreciated assets you donate.
- You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
- You have the satisfaction of making a significant gift that benefits you now and Wharton later.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.