Promising Futures
Legacy Circle

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.

Charitable Remainder Annuity Trust Imagery

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

Become a Member of the Promises2Kids Promising Futures Legacy Circle

Join a visionary group of people, known as the Promising Futures Legacy Circle, who have shown their commitment to creating a brighter future for foster children with a legacy gift to Promises2Kids. With thoughtful planning, anyone can make a lasting impact that benefits themselves and their loved ones and bring hope to thousands of future foster children, while enjoying tax advantages and other benefits.

Legacy Circle members receive special benefits and recognition, including invitations to exclusive quarterly events and a welcome gift to acknowledge your generosity.

To join, simply notify us of your plans to make a legacy gift to Promises2Kids. Be part of the solution by joining the Promising Futures Legacy Circle and leave a legacy gift through a Will, Trust or other long-range plan.

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

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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.

Planned Giving Brochure