Charitable Remainder Annuity Trust (A Stable Dose of Fixed Income)
How it works
You transfer cash, securities or other appreciated property into a trust.
The trust makes fixed annual payments to you or to anyone you name.
When the trust ends, the principal passes to the Diocese.
Benefits
You receive an immediate income tax deduction for a portion of your contribution to the trust.
You pay no 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 can have the satisfaction of making a significant gift that benefits you now and the Diocese later.
For more information
Email us, complete the personal illustration form, or call us at 518-453-6676 so that we can assist you through every step of the process.
Development and Stewardship Office Roman Catholic Diocese of Albany 40 North Main Avenue Albany, NY 12203
518-453-6676 | Fax:
E-mail: nicole.pezzulo@rcda.org
