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Home > Planned Giving > The Annuity Trust: A Gift Opportunity That Helps Secure Your Future

The Annuity Trust: A Gift Opportunity That Helps Secure Your Future

Fast Fact

With an annuity trust, you receive a fixed sum each year. With a unitrust, you receive variable payments.]

Profile of a Giver

A charitable remainder trust has special appeal for Sisters Hospital Foundation supporters who would like to make a gift and receive income in return.

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Annuity Trust
  • You are concerned about future income needs.
  • You want a fixed income you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.

[Calculator icon] <> Calculate your possible benefits with an annuity trust.

<> Read how one Sisters Hospital Foundation supporter benefited from an annuity trust.

Unitrust
  • You are concerned about future income needs.
  • You want payments that hopefully keep up with inflation, and you don?t mind if the payments vary from year to year.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.
  • You like the idea that additional assets can be added to the trust during your lifetime.

 

[Calculator icon] <> Calculate your possible benefits with a unitrust.

<> Read how one Sisters Hospital Foundation supporter benefited from a unitrust.

Helpful Resources

Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you.

Please call Julie Snyder at 716-862-1992, or e-mail us at jsnyder@chsbuffalo.org, for more information.

Copyright © The Stelter Company, All rights reserved.

The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.