Charitable Remainder Annuity Trust

 

Make a large gift and receive a fixed-income payout each year.

                       SPCC_annuity_trust

 

How it works
1. You transfer cash, securities or other appreciated property into a trust. 
2. The trust makes fixed annual payments to you or to anyone you name. 
3. When the trust ends, the principal passes to the Severna Park Community Center.

 

Benefits
• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• As long as you are one of the beneficiaries, you pay no immediate capital gains tax on any appreciated assets you donate. A portion of the capital gains tax is spread over your life expectancy.
• You or your designated income beneficiaries receive stable, predictable payments for life or a term of years.
• You can have the satisfaction of making a significant gift that benefits you now and the Severna Park Community Center later.

 

 

 

Our team of professionals is available to work with you and your tax, financial, and estate advisors in forming a gift plan.


For more information, contact:
Chris Marsala, Executive Director
Severna Park Community Center
623 Baltimore-Annapolis Blvd
Severna Park, MD 21146
E-mail:
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Phone: (410) 647-5843

 

Return to the Planned Giving home page.

 
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