Charitable Remainder Annuity Trusts
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How it works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust makes fixed annual payments to you or to anyone you name. |
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When the trust ends, the principal passes to Sansum Diabetes Research Institute. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on any appreciated assets you donate.
- You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
- You can have the satisfaction of making a significant gift that benefits you now and SDRI later.
More
To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you.
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