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 Jefferson.

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 Jefferson later.

For more information

Email us, complete the personal illustration form, or call us at 215-955-8818 so that we can assist you through every step of the process.