Charitable Remainder Annuity Trusts
What is a charitable remainder annuity trust?
A charitable remainder annuity trust is a separately invested and managed charitable trust that pays you, your spouse, and/or other beneficiaries a fixed annuity income for life or a term of years. You receive a charitable income tax deduction for a portion of your gift to the trust. No additional gifts are permitted. After the annuity trust terminates, the accumulated principal or "remainder interest" goes to SDRI. Minimum gift is $100,000 and the advantages are considerable.
- Receive stable, predictable income (particularly appealing to older donors and income beneficiaries).
- Depending on how your trust is invested, much of your income could be taxed at the capital gains rate of 15%.
- Avoid ALL capital gains tax on any appreciated assets you donate.
- Reduced estate tax liability if your estate is at the taxable level.
- Enjoy the satisfaction of making a deferred gift to SDRI during your lifetime.
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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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