Charitable Remainder Annuity Trust

(Is this gift for you?)

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to us 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 want a larger charitable deduction for your gift than the unitrust option would provide

• 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 405-721-4115 so that we can assist you through every step of the process.

The Catholic Foundation
7501 N.W. Expressway
Oklahoma City, OK 73123
405-721-4115 | Fax: 405-721-4114
E-mail: tcasso@catharchdioceseokc.org

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