Charitable Remainder Annuity Trust

How It Works

	You transfer cash, securities or other qualified 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 BGEA.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
• You pay no capital gains taxes.
• 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 BGEA later.

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