Gifts in a Trust

 

Charitable Remainder Trust
Assets are transferred irrevocably to a trust that either retains the assets or sells them free of tax; the trust then invests and distributes income to you or to a beneficiary you select. You choose the trust payout percentage, the trustee, and the term of the trust. In addition to the income stream, you may receive an income tax charitable deduction, bypass capital gains and reduce your estate taxes.

Charitable Lead Trust
This option permits you to support Senior Community Centers by transferring assets to a trust that pays us income for a specific number of years; then transfers the assets back your family with significantly reduced gift and estate taxes.

 

Please consult your attorney or tax advisor to ensure the vehicle you select is best suited to your current financial situation and estate planning objectives.

 

 


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Mission

To provide quality and compassionate services for the survival, health and independence of seniors living in poverty.