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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 the 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.
For assistance with this gift plan, please complete the request information form or contact the Mercy Foundation at (209) 564-4200 or e-mail to MercyFoundationMerced@DignityHealth.org.