Charitable remainder trusts
You can increase your retirement income and reduce capital gains taxes by transferring highly appreciated assets to a charitable remainder trust (CRT). Perpetuate CPMC's mission beyond your lifetime by designating the remainder for critical care. Ideal assets include houses, rental property, vacation property, stock, and other low-yield, highly appreciated property.
Your New Income
Transfer any of these assets to a CRT without triggering the capital gains tax. The trustee then sells the assets and invests the proceeds to pay you an income for life. After your life, the remainder supports CPMC, where designated.
Variable or Fixed
Choose the type of CRT, depending on your financial needs. A charitable remainder unitrust pays an income determined each year by a fixed percentage of the trust’s value. A charitable remainder annuity trust pays a fixed dollar amount annually to you or others for life or the term of the trust.
Gift Calculator: Get Your Income Now
Click here to CalculateOpens new window your annual income and charitable tax benefits based on gift type (unitrust or annuity trust), amount, age, and payment rate. It’s quick, secure and private, with no obligation to you.
- Make a significant gift during your lifetime
- Reduce taxes
- Receive a new stream of income
- Simplify your life
Free Brochure, Personal Illustration
Click here to e-mail your request or call 415-600-2410 for our free brochure on giving through CRTs. For a personal no-obligation illustration of your income and tax benefits, please provide your age.
Supporters who contribute through a CRT are eligible to join The Legacy Society. Click here to learn about membership benefits and recognition.
Click here to notify CPMC FoundationOpens new window if you have designated us as the beneficiary of your CRT, gift annuity, will or trust, life insurance policy or retirement plan ... and join The Legacy Society.
Donna Bandelonni, Director of Gift Planning
- Make a significant gift
- Receive new income
- Reduce taxes
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