Sanford School: Planned Giving
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Giving to Sanford School: Planned Giving

Charitable Remainder Annuity Trusts


CLICK HERE FOR A DETAILED EXPLANATION



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 Sanford School.

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 Sanford later.

More

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at 302-239-5263 ext. 279 so that we can assist you.