201 10th St. W

Bradenton, FL 34205

Planned Giving

Mission & Vision

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to The Bishop for purposes you specify

Benefits

  • Payments to one or more beneficiaries that remain fixed for the life of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust property is sold
  • Trust remainder will provide generous support for The Bishop

More Information

Contact Us

Allison H. Nash
Director of Development
941-746-4131, ext. 111
ANash@BishopScience.org

 

The Bishop Museum of Science and Nature
201 10th Street W
Bradenton, FL 34205

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