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Planned Giving

Charitable Remainder Annuity Trust

Charitable Remainder Annuity Trust Diagram. Description of image is listed below.

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 Heritage Hall 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 Heritage Hall

More Information

Contact Us

Jenifer Standish, CFRE
Director of Development
405.936.3109
jstandish@heritagehall.com

 

Heritage Hall
1800 NW 122nd Street
Oklahoma City, OK 73120
Federal Tax ID Number: 73-0783395

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Disclaimer

Heritage Hall is a co-educational college preparatory school in Oklahoma City. As one of the few secular private schools in the state, we offer a challenging academic curriculum for students from preschool through grade 12, as well as unique leadership opportunities, a wide spectrum of athletics, and a well developed fine arts program.