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Charitable Remainder Annuity |
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How It Works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust makes fixed annual payments to you or to anyone you name. |
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When the trust ends, the principal passes to Lawrenceville. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no 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.
- You can have the satisfaction of making a significant gift that benefits you now and Lawrenceville later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
FOR MORE INFORMATION
If you are considering a charitable remainder annuity, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.
The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org