Avow Hospice
Phone
(239) 261-4404 Call Today for Hospice, Palliative Care, and Grief Support Services

Planned
Giving

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Avow for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for Avow

More Information

Contact Us

Annalise Smith
Chief Philanthropy Officer
(239) 261-4404
Foundation@Avowcares.org

 

Avow Foundation, Inc.
1095 Whippoorwill Lane
Naples, FL 34105

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