Kappa Alpha Order - Educational Foundation

Have you ever heard the phrase, "giving away the tree while keeping the fruit"?

This is how we refer to a charitable remainder trust. It's a plan that promises you a life income (you keep the fruit) from assets you irrevocably put in trust now (give away the tree) for our future needs.

Tax Benefits

An immediate federal income tax deduction
No up-front capital gains tax when you give appreciated securities or property
You can increase your income depending on the yield
Save on estate taxes typically without paying a gift tax

How the Plan Works
You decide how much to put into the trust, the amount of income you would like to receive from the donated assets, and whether you want fixed or variable payments.

This last choice introduces the two basic charitable remainder trusts:

The annuity trust pays you, year after year, the same dollar amount you choose at the start, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets, redetermined annually.

After your lifetime, the trust income can continue for someone else's lifetime before the remaining assets are given to Kappa Alpha Order Educational Foundation.

Enjoy the Fruits of Your Benevolence
Besides your own financial security, you receive the satisfaction of supporting our important work. Call us to help you and your tax advisors arrange a plan tailored for your personal situation.

Please call Erik Showalter at 540-460-1401 or 540-463-1865, or e-mail us at eshowalter@ka-order.org, for more information.


Copyright © The Stelter Company, All rights reserved.

The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.

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