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). 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 the Medical Center, 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

Use our Gift Calculator to illustrate 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.

Other Benefits

> Make a significant gift during your lifetime
> Reduce taxes
> Receive a new stream of income
> Simplify your life

Trustees

The Foundation can act as your trustee or co-trustee. If your gift is irrevocable, we will act as trustee without charging annual fees. (Trust companies typically charge one percent or more of the trust amount.)

Free Brochure, Personal Illustration

E-mail your request or call 415-600-2769 for our free brochure on giving through CRTs. For a personal no-obligation illustration of your income and tax benefits, please provide your age.

Legacy Society

Supporters who contribute through a CRT are eligible to join the Legacy Society and receive membership benefits and recognition.

Click here to notify the Foundation if you have designated California Pacific as the beneficiary of your CRT, gift annuity, will or trust, life insurance policy or retirement plan ... and join the Legacy Society.

Personal Assistance

Barbara Lowe, Senior Gift Planning Officer
Phone: 415-600-2769
E-mail: loweb@sutterhealth.org