Charitable Remainder Annuity Trust

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 Penn.

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 Penn later.

For more information

Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.