Make A Gift | Friends Select School

Giving Societies

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Friends Select for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for Friends Select

 

Contact Us

Angela Winterrowd
Director of Leadership Gifts
215-561-5900, ext. 3105
angelawi@friends-select.org
Federal Tax ID Number: 23-0604370    

Friends Select School 
ATTN: Angela Winterrowd
1651 Benjamin Franklin Parkway
Philadelphia, PA  19103    

Back