A gift that pays you income
A charitable remainder trust can allow you to convert appreciated assets into an income stream while creating a significant future gift to Boys & Girls Clubs of Northwest San Diego.
Fund a charitable remainder trust with:
Appreciated securities
Real estate
Cash
Other eligible assets
Benefits of charitable remainder trusts:
Income for Life
Receive income from the trust for your lifetime or for a specified period.
Potential Tax Benefits
A charitable remainder trust may provide a charitable deduction and help defer capital gains taxes when appreciated assets are sold by the trust.
Create a Significant Legacy
The assets remaining in the trust at the end of its term benefit Boys & Girls Clubs of Northwest San Diego.
When You Give
Transfer assets to a charitable remainder trust, receive income during your lifetime or for a specified period, and ultimately direct the remaining assets to the Club.
How It Works
You transfer eligible assets to an irrevocable charitable remainder trust. The trust can sell appreciated assets and reinvest the proceeds, generally without immediately recognizing capital gains at the trust level. You or other designated beneficiaries receive income from the trust, and the remaining assets ultimately benefit Boys & Girls Clubs of Northwest San Diego.
Gift Options
- Charitable remainder annuity trust (CRAT) – receive a fixed dollar amount each year
- Charitable remainder unitrust (CRUT) – receive a percentage of the trust’s value, recalculated annually
- Lifetime or term income – structure payments for life or a specified number of years, subject to applicable rules
Ways to Fund a Charitable Remainder Trust
- Contribute appreciated securities
- Contribute appreciated real estate
- Contribute cash or other eligible assets
- Work with your professional advisors to determine whether a charitable remainder trust fits your goals
Getting Started
Charitable remainder trusts are more complex giving arrangements and require professional guidance. We encourage you to work with your attorney, tax advisor, and financial advisor to determine whether this strategy is right for you.
Create a legacy that empowers great futures for generations to come.
Planned giving offers thoughtful, tax-smart ways to leave a lasting legacy while helping ensure every young person has the opportunity to reach their full potential.
Prefer to contact us directly? Contact us at legacy@bgcGreaterTogether.org or (858) 755-1592.
Questions? We’re here to help.
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