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 The Hotchkiss School.

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 The Hotchkiss School later.

More

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (860) 435-3263 so that we can assist you.