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Charitable Remainder Annuity Trusts
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How it works
 You transfer cash, securities or other appreciated property into an annuity trust.
 The trust makes fixed annual payments to you or to the beneficiaries you name.
 When the trust terminates, the principal passes to Retirement Housing Foundation.
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
- You pay no upfront 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 have the satisfaction of making a significant gift that benefits you now and Retirement Housing Foundation later.
More
To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.
Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729
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