Glossary Term Name
This is a placeholder for glossary term definitions.

Digg This Add To Delicious Add To Facebook Print Page E-mail Page

make a donation to JDRF


Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Who should trustee?

 · 

Gift example

 «

Back

Charitable Remainder Annuity Trusts
(Gift illustration)

How it works

You transfer cash, securities or other 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 JDRF.

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 JDRF later.

For more information

Email us, complete the personal illustration form, or call us at 1-877-533-4483 so that we can assist you through every step of the process.




Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org

JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.



Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice