Charitable Remainder Annuity Trust
(A Stable Dose of Fixed Income)
How it works
 |
You transfer cash, securities or other appreciated property into a trust.
|
 |
The trust makes fixed annual payments to you or to anyone you name.
|
 |
When the trust ends, the principal passes to Wells.
|
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no 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 can have the satisfaction of making a significant gift that benefits you now and Wells later.
For more information
| |
Have a question about
giving to Wells? E-mail us
or call the Office of Development at
315-364-3414.
|
| |
|