Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Vizcaya for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for Vizcaya

More Information

Contact Us

Stephanie A. Mayer
Chief Engagement Officer
305-860-8445
stephanie.mayer@vizcaya.org

 

Vizcaya Museum and Gardens
3251 South Miami Avenue
Miami, FL 33129
Federal Tax ID Number: 47-1711491

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer