|
||||||||||
|
Charitable Remainder Annuity Trusts
(Is this gift for you?)
A charitable remainder annuity trust is for you if ...
- You want to make a major gift to the Wharton School while retaining or increasing your income from the assets you contribute.
- You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
- You prefer the stability of a fixed income.
- You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.
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.