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Charitable Remainder Annuity Trust

A Gift to Ruth Eckerd Hall with Predictable Benefits to You

If you’re uncomfortable letting your future retirement dollars ride the ups and downs of the stock and bond markets, consider a charitable remainder annuity trust.

This plan will pay you a fixed dollar amount every year for the rest of your life, with no worries or responsibilities. Then after your lifetime (and the lifetime of a surviving beneficiary, if desired), the trust remainder is available to support the mission of Ruth Eckerd Hall.

The charitable remainder annuity trust is more than an eventual gift. It lets you “give away the tree and still keep the fruit,” because you receive lifetime income from your donation.

Benefits:

  • A fixed and certain dollar income for life
  • Immediate charitable deduction
  • A way to increase income from a low-yielding asset
  • Freedom from investment responsibilities
  • Avoidance of capital gains tax on appreciated assets used to fund the trust

We invite you to discuss your giving objectives and options with Adam Nance, Chief Development Officer at 727.712.2718.

“The arts have always been a passion of mine. I started ballet at an early age and kept it up throughout early adulthood. I truly believe that artists deserve more support and more recognition.” – Doreen Halliwell

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