Remainder Trust distributes income to a donor or other beneficiaries for their
lives or a specified term of years (a maximum of 20 years), with the balance of
the trust assets available for USF's use at the end of the trust.
Remainder Trusts offer many opportunities to address specific goals and
situations for donors. For example, a Charitable Remainder Trust established
for a term of years can assist in funding the costs of attending USF. Also,
Charitable Remainder Trusts are frequently used as a means of providing
supplemental income during retirement, and can be especially attractive as a
way to convert appreciated, low-yielding assets into a high-yielding diversified
portfolio without incurring capital gains tax. A donor to a Charitable
Remainder Trust receives a partial charitable deduction equal to the value of
the charitable remainder interest.
Click here to find out how others have benefited
from a Charitable Remainder Trust.
If you have questions about Charitable Remainder Trusts,
or need assistance in setting one up, please contact us. We can be reached at 415-422-6259.