Planned Giving Explained

Planned Giving Home

Planned Giving Options

Contact Planned Giving

FAQs

Glossary

Download eBrochures

Calculator

News and Information

Section Site Map

Charitable Remainder Trusts

Goal: Secure payments for life while reducing market risks
Benefit: Potential increased income and tax benefits
Diagram

Susan and Fred know what hard work is all about. And now they have some time to relax a bit.

Susan and FredSusan: "I was one of the lucky ones. We were able to get through our troubles because we had help. But wouldn't it be wonderful if no one had to go through this again?"

Fred: "We know how important research is, and we know how difficult it is to develop the funding they need. Facilities, endowment, hiring the best researchers, grants - it's all literally urgent."

Susan: "We were lucky - now we can give back. And what a joy it is to know that when we no longer need it, part of it is going to research that may lessen or even cure Parkinson’s. It's awesome - we are changing lives!"

Fred: "That's why Susan and I made the decision. Not only will the trust provide income to us throughout our lifetimes, but we have peace of mind knowing that the remainder will help fund research that can benefit the community as a whole."

There are two different types of charitable remainder trusts.

A charitable remainder unitrust (see example) is a popular way to achieve tax benefits as well as a fixed annual percentage on the value of the assets in the trust. The assets are revalued annually and, if the trust value changes, the payment to the beneficiary(ies) changes.

A charitable remainder annuity trust is set up to pay a fixed rate of return based on the initial valuation at the time the property is placed in the trust. The trust assets are never revalued.

Additional information on charitable remainder trusts is available. Charitable remainder trusts provide a good degree of flexibility that is valuable in charitable gift planning, especially when dealing with appreciated assets. For example, a variation on remainder trusts can be an effective way to make gifts of real estate.

Susan and Fred are happy that they have made a difference; a difference that will have a profound impact on the lives of others.

Return to the Planned Giving home page or to the Quick Guide to Legacy Gifts.

For more information or to contact The Parkinson’s Institute with questions or to discuss planned giving, please contact Richard M. Lamport, our planned giving specialist, at  415-970-2380.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for the Parkinson's Institute and Clinical Center by Future Focus. Please report any problems to section webmaster.

675 Almanor Avenue | Sunnyvale, CA 94085
408.734.2800 main | 408.734.8455 fax (Main) | 408.734.9208 fax (Clinic Secure)