Receive Income and Help Dana-Farber and the Jimmy Fund
Charitable Remainder Trusts
If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust.
These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
Joanne Jacobs
and her husband, Jake, created a CRT to benefit Dana-Farber and the Jimmy Fund as a smart investment for all.
Calculate Your Benefits
Submit a few details and see how a charitable remainder trust can benefit you.
FREE Estate Planning Guide
Create a secure future for you and your loved ones with our Personal Estate Planning Kit.
Download My FREE KitFund Your Charitable Remainder Trust With:
Sample language to share with your attorney:
"I bequeath (a specific dollar amount/_______percentage or the entire residue of my estate) to Dana-Farber Cancer Institute, Inc., 450 Brookline Avenue, Boston, Massachusetts 02215 (for cancer research and patient care, or for a specific purpose important to you). Dana-Farber’s Federal Tax ID: 04-2263040."
Discover More
See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.
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