Planned Giving

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Charitable Remainder Trusts

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Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

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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.

Learn How to Fund It

You can use the following assets to fund a charitable remainder trust:

Perry's Giving Charitable Remainder Trust to Saint Mary's College

PerryGary 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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Submit a few details and see how a charitable remainder trust can benefit you.

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Next Steps

  1. Contact Douglas D. Hansen at (925) 631-4218 or ddh3@stmarys-ca.edu to talk about supporting Saint Mary's by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. 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