Charitable Remainder Annuity Trust

  • You may set up a trust where you receive fixed income for life or a term of years.
  • You must be at least 50 years old.
  • Benefits – fixed income for life or term of years, income tax charitable deduction, no capital gain tax on transfer of assets, possible estate tax savings, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.
  • Minimum investment of $50,000 of cash or securities.