Charitable Remainder Annuity Trust
Many individuals are looking for a way to receive fixed income for life or a number of years. They also may be concerned about capital gains upon the sale of an appreciated asset. A Charitable Remainder Annuity Trust is a great way to achieve your personal goals while supporting Promises2Kids.

Benefits of a Charitable Remainder Annuity Trust
Receive Fixed Income for Life or Term of Up to 20 Years
Avoid Capital Gains Upon the Sale of Appreciated Assets
Receive an Immediate Charitable Tax Deduction for the Portion of Your Gift Supporting Promises2Kids
How a Charitable Remainder Annuity Trust Works
1Transfer Cash or Assets to Fund a Charitable Remainder Annuity Trust
2If Funded with Appreciated Assets, the Trust Sells the Assets Tax Free
3Trust is Invested and Pays Fixed Income to You or Your Beneficiaries for Life or Term of 20 Years
4Receive a Tax Deduction in the Year You Fund the Trust
5Promises2Kids Benefits from the Remainder of the Trust After the Trust Payments Have Been Made
Need Assistance?
For questions about establishing a Charitable Remainder Annuity Trust to benefit Promises2Kids or to notify us of your gift, please contact Emily Hassig, CFRE, Chief Development Officer at 858.751.6624 or emily@promises2kids.org
Interested in Learning More?
Our Free Estate Planning Guide Can Assist with Planning Your Will & Trust
This complimentary, Estate Planning Guide will help you work alongside your advisor and show you the many ways you can leave a legacy to Promises2Kids, your family or your community.
Please fill out the form below to receive the guide or contact Corey Polant, Director of Philanthropic Operations at 858.751.6610 or corey@promises2kids.org.