Charitable Remainder Annuity Trusts

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to beneficiaries you name.

When the trust terminates, the remainder passes to NBCF.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
• You pay no upfront 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 have the satisfaction of making a significant gift that benefits you now and NBCF later.

For more information

Email us, complete the personal illustration form, or call us at (972) 248-9200 so that we can assist you through every step of the process.