Charitable Remainder Annuity Trust
Is this gift right for you?
A charitable remainder annuity trust is for you if…
- You want to make a major gift to Yale while retaining or increasing your income from the assets you contribute.
- You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
- You prefer the stability of a fixed income.
- You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.