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LPGS Contact Info

Craig D. Stirtz, CFRE 

124 South 24th Street,
Suite 220
Omaha, NE   68102-1237

402-342-5728
Toll free: 888-891-5728

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Charitable Remainder Annuity Trust PDF Print E-mail

Image A Charitable Remainder Annuity Trust provides a lifetime guaranteed interest income of 5% or more of the initial fair market value of the trust.

Cash or marketable securities of $100,000 or more can be gifted to provide income for the donor and a beneficiary with the trust balance eventually passing to ministry.

Gifts of securities can bypass capital gains tax on any appreciation and both securities and cash can provide an income and estate tax benefit. View custom illustration here.