Planned Giving



Charitable Remainder Annuity Trusts

A charitable remainder annuity trust is for you if ...

  • You want to make a major gift to Neumann College while retaining or increasing your income from the assets you contribute.
  • You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
  • You prefer the stability of a fixed income.
  • You want a larger charitable deduction for your gift than the unitrust option would provide.
  • You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

More

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (610) 558-5513 so that we can assist you.




Neumann College
One Neumann Drive
Aston, PA 19014-1298
(610) 558-5513 | Fax: (610) 558-5621





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