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Charitable Remainder Annuity Trust



How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust makes fixed annual payments to you or to beneficiaries you name.
  • When the trust terminates, the remainder passes to the Roper St. Francis Foundation to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift.
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up front capital gains tax on appreciated assets you donate.
  • Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Roper St. Francis Foundation
125 Doughty Street, Suite 790
Charleston, SC 29403

Phone: (843) 720-1205
foundation@rsfh.com

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