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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 PENN Medicine 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 fixed payments.

• You hold tax-free bonds and want to continue to draw tax-free from your gift plan.

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.