Charitable Remainder Trusts

If you are disappointed in the yield from your current investments in the stock and bond markets, but you want to avoid the capital gains tax that you would have to pay if you sold your investment, consider a charitable remainder trust.

This plan will pay you, year after year, the same dollar amount you choose at the outset.

The income payments can be fixed or variable, depending upon what you choose, and are based on the starting valuation. Then after your lifetime and the lifetime of the survivor beneficiary (if desired), the trust remainder is available to support San Diego Humane Society’s mission.

Benefits:

  • Receive an income stream paid annually, semiannually, quarterly, or monthly.
  • Obtain a partial charitable deduction.
  • Increase your income from a low-yield asset.
  • Avoid up-front capital gains tax on long-term appreciated assets used to fund the trust.

To obtain a no-hassle personalized illustration of how a charitable remainder trust could benefit you specifically, please contact us.