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Charitable Remainder Annuity Trusts
(Is this gift for you?)

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

  • You want to make a major gift to Mercy Foundation 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.