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Charitable Remainder Trusts

Goal: Secure payments for life while reducing market risks
Benefit: Potential increased income and tax benefits

Susan and Fred know what hard work is all about. And now they have some time to relax a bit.

Susan and FredSusan: "I was one of the lucky ones. Times were hard when I was young, but we were able to get help. Did it make a difference? I don't know what our family would have done without it."

Fred: "We know how important assistance is, and we know how difficult it is for organizations to develop the funding they need. Facilities, endowment, hiring the best people - it's all literally urgent."

Susan: "My family benefited from an organization that othes had supported - now we can give back. And what a joy it is to know that when we no longer need it, part of it is going to someone who does. It's awesome - we are changing lives!"

Fred: "That's why Susan and I made the decision. Not only will the trust provide income to us throughout our lifetimes, but we have peace of mind knowing that the remainder will benefit people who need a little help and the community as a whole."

There are two different types of charitable remainder trusts.

A charitable remainder unitrust (see example) is a popular way to achieve tax benefits as well as a fixed annual percentage on the value of the assets in the trust. A graphic example of a charitable remainder trust is available. The assets are revalued annually and, if the trust value changes, the payment to the beneficiary(ies) changes.

A charitable remainder annuity trust is set up to pay a fixed rate of return based on the initial valuation at the time the property is placed in the trust. The trust assets are never revalued.

Additional information on charitable remainder trusts is available. Charitable remainder trusts provide a good degree of flexibility that is valuable in charitable gift planning, especially when dealing with appreciated assets.

Susan and Fred are happy that they have made a difference; a difference that will have a profound impact on the lives of others.

Return to the Legacy Giving home page or to the Legacy Giving Options page.

For more information or a confidential discussion of your charitable options, please email or call Kim Malhotra at (650) 259-0157. Gatepath® is a 501 (c)(3) organization. Our nonprofit status makes your donation tax-deductible. Federal Tax ID# 94-1156502. Thank you for helping make a difference in the lives of people with disabilities.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Gatepath by Future Focus. Please report any problems to section webmaster.