A Charitable Remainder Trust transfers cash or property to the trust and obtains the same benefits to the donor as a Gift Annuity. Beneficiaries receive income in an amount equal to a fixed percentage of the trust’s annual fair market value or a fixed dollar amount.

Estate planning can be a confusing and complex task. We recommend you work with your financial and estate planning advisor and are happy to assist you in the process.

Questions? Contact Debbie Sokolov, CFRE- phone: 727.821.1200 ext 110

email: Debbie.Sokolov@StPetersburgFreeClinic.org