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 the Catholic Foundation.

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 the Catholic Foundation later.

For more information