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Charitable Remainder Trusts allow you to receive income for life, save money on your tax bill and make a charitable gift to ORT America. You place assets in a trust (consider using highly appreciated securities that pay a low dividend) and ORT America will pay you an income for the rest of your life. Eventually, the remaining principal will be used to support ORT students worldwide.
Flexibility
An ORT America Charitable Remainder Unitrust is flexible because the income you receive annually is a fixed percentage of the value of the trust, which is revalued each year.
Stability
If you desire predictable income year after year, an ORT America Charitable Remainder Annuity Trust may be the option for you. The amount of your fixed income payments will be determined at the time your gift is made and will not vary regardless of the trust’s valuation.
The Choice Is Yours
To receive more information including a complimentary illustration showing how you would benefit from establishing a charitable remainder trust please send an e-mail with your birth date(s), name and address to plannedgiving@ortamerica.org. All inquiries will be held in strict confidence.
ORT America has several Planned Giving programs that can be tailored to your individual financial needs. If you are interested in discussing this very important topic, please contact Senior Director of Planned Giving Hugh Williams at 800.519.2678, ext. 226, or e-mail plannedgiving@ortamerica.org.
If you are interested in developing a personalized gift plan and want to discover which gift options are right for you click here and follow ORT’s Gift Guide.
This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.
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