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Charitable Remainder Trusts
Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.View My Free Brochure
Looking for a way to give Saint Mary's a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.
Benefits of a charitable remainder trust include:
- A partial charitable income tax deduction
- Potential for increased income
- Up-front capital gains tax avoidance
There are two ways to receive payments with charitable remainder trusts:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
Perry's Giving Charitable Remainder Trust to Saint Mary's College
Gary is a long-time "Christian Brother's boy." He attended San Joaquin Memorial High School in Fresno and graduated from Saint Mary's College in 1962.
Gary and his wife, Vera, decided to fund a Charitable Remainder Trust with a significant portion of their net worth. To quote Gary, "I wanted to go above and beyond for the Brothers as they did for me many years ago, and as they continue to do today with a new generation of students." Keep reading »
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- Contact Douglas D. Hansen at (925) 631-4218 or firstname.lastname@example.org to talk about supporting Saint Mary's by setting up a charitable remainder trust.
- Seek the advice of your financial or legal advisor.
- If you include Saint Mary's in your plans, please use our legal name and federal tax ID.
Legal Name: Saint Mary's College of California
Address: 1928 Saint Mary's Road, Moraga, CA 94575
Federal Tax ID Number: 94-1156599
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.