Charitable Annuity Trust
If you are concerned about the high cost of capital gains tax upon the sale of your appreciated property, or if you recently sold property and want to save on taxes while planning for retirement, a charitable remainder annuity trust may offer the solutions you need.
Charitable Remainder Annuity Trust
Stock or Cash
Annuity Trust
Donor
CFSLOCO
Benefits of a Trust Gift
- Fixed income for life, lives or term of years
- Avoid capital gains tax on the sale of your appreciated assets
- Charitable income tax deduction for remainder portion of your gift to The Community Foundation San Luis Obispo County
Charitable Remainder Annuity Trust for Fixed Income
If the fluctuating stock market concerns you and you are interested in a fixed income, a charitable remainder annuity trust pays out a fixed amount each year based on the value of the property at the time it is gifted.
Contact us for more information today!
