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Charitable Remainder Trusts

Susan and Fred know what hard work is all about. And they have the rewards as a result.

Susan: "My parents were brought up to believe in hard work and in success and the instilled that belief in me and my brothers. Now, while we worked hard, we also played hard and enjoyed what is beautiful in the world around us.Susan and Fred

Fred: "Susan and I used to go for long walks in the Botanical Garden when we first met. We'd talk about our plans and what had happened in our day, just sharing life. We both lived near the park, so often we walked there and enjoyed the beautiful surroundings."

Susan: "We benefited because the Garden had been supported by others before us - but 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 a place that does. It's awesome - we are positively impacting lives of others in our community!"

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 an organization that's doing really good work."

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. 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.

Some additional information on charitable remainder trusts is also available. Charitable Remainder Trusts provide a good degree of flexibility that is valuable in charitable gift planning. For example, a variation on remainder trusts can be an effective way to make gifts of real estate. A graphic example of a charitable remainder trust is available.

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

Now click here to meet Phil and Alicia.
For tax purposes, the San Francisco Botanical Garden Society, I.R.S. 501(C)(3) number is 94-6050168. All donations to the San Francisco Botanical Garden Society are tax-deductible to the fullest extent of the law.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. 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 Planned Giving section has been developed for San Francisco Botanical Garden Society by Future Focus. Please report any problems to section webmaster.

SFBGS and San Francisco Recreation and Park Department San Francisco Botanical Garden's beauty and value as a major cultural resource are the result of a successful public/private partnership between San Francisco Botanical Garden Society and the San Francisco Recreation and Park Department.

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