Charitable Remainder Annuity Trust
(Gift example*)

You are holding appreciated stock valued at $100,000 from which you receive a $1,000 dividend annually. You would like to reinvest for more income; however, you will owe a capital gains tax on $90,000 of profit if you do. Instead, you contribute the to a charitable annuity trust paying you and your spouse (ages 70 and 68) $5,000 annually.

What are the benefits?

For more information

Email us, complete the personal illustration form, or call us at 800-426-5753 so that we can assist you through every step of the process.

PO Box 9716
Federal Way, WA 98063-9716
800-426-5753 | Fax: 253-815-3174
E-mail: giftplanning@worldvision.org

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Julia's Gift

I chose World Vision for 100% of my trust fund ... read more

1-800-426-5753
P.O. Box 9716
Federal Way, WA 98063-9716
E-mail: giftplanning@worldvision.org