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Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and the Parkinson's Foundation with your planned gift
  • Help us fulfill our mission for many years and generations to come
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Charitable Remainder Annuity Trust

You may be looking for a way to receive fixed income for life or a number of years. You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Charitable Remainder Annuity Trust
Stock or Cash
Annuity Trust
Donor
NPF
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Benefits of a charitable remainder annuity trust

  • Receive fixed income for life or a term of up to 20 years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable remainder portion of your gift to The Parkinson's Foundation

How a charitable remainder annuity trust works

  1. You transfer cash or assets to fund a charitable remainder annuity trust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested to pay fixed income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. Our organization benefits from what remains in the trust after all the trust payments have been made.

More on charitable remainder annuity trusts

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays a fixed amount each year based on the value of the property at the time the trust is funded.

Contact us

If you have any questions about charitable remainder annuity trusts, please contact us. We would be happy to assist you and answer any questions you might have.

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About Bequests

You may be looking for a way to make a significant gift to help further the work of the Parkinson's Foundation. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can make a difference in the Parkinson's community.

About Bequests

You may be looking for a way to make a significant gift to help further the work of the Parkinson's Foundation. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can make a difference in the Parkinson's community.

Donor Stories

Learn how others have made an impact through their acts of giving. Explore the many benefits of charitable gift planning.

Donor Stories

Learn how others have made an impact through their acts of giving. Explore the many benefits of charitable gift planning.

Estate Planning Guide

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and favorite causes.

Estate Planning Guide

Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information to provide for your needs, your family's future and favorite causes.

Gift Options

Find out what to give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn how to give and discover gift options that provide tax and income benefits.

Learn More

Bequest Language

An excellent way for you to support the The Parkinson's Foundation's mission is to leave us a bequest in your will, living trust or with a codicil.

Learn More