Charitable Remainder Annuity Trust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
- Remainder to CESJDS for purposes you specify
Benefits
- Payments to one or more beneficiaries that remain fixed for the life of the trust
- Federal income-tax deduction for the charitable remainder value of your interest
- No capital-gain tax when trust property is sold
- Trust remainder will provide generous support for CESJDS
More Information
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Sarah Shapiro |
Charles E. Smith Jewish Day School |
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Please contact Sarah Shapiro, Director of Development at 301-692-4877 or SShapiro@cesjds.org for more information to discuss your philanthropic goals.