Charitable Remainder Annuity Trust

Is this gift right for you?

A charitable remainder annuity trust is for you if…

• You want to make a major gift to Yale 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 hold tax-free bonds and want to continue to draw tax-free income from your gift plan.