Charitable Remainder Annuity Trusts

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How it works

  You transfer cash, securities or other appreciated property into an annuity trust, naming Winsor

  The trust makes fixed annual payments to you or to the beneficiaries you name.

  When the trust terminates, the principal passes to Winsor to be used as you have directed.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution.
• 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 (up to 20).
• You can tie the term of your trust to meet personal or family needs that are tied to a specific timeframe, such as tuition payments.
• You have the satisfaction of making a significant gift that benefits you now and Winsor later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (617) 912-1340 so that we can assist you.

The Winsor School
Pilgrim Road
Boston, MA 02215
Phone: (617) 912-1340
Fax: (617) 912-1342