We learned that we could make a gift of our appreciated stock to charity and bypass the potential capital-gains tax cost we were facing.--Peter and Gail
Learn how their trust provided income for retirement.
The Advantages of These Trusts
Turn low-yielding assets--cash, marketable securities, closely held stock, or real estate--into reliable, fixed, and often increased annual income. Or create a hedge against inflation. Payments may be made to yourself and/or a loved one. Remaining principal goes to JFCS, and, in return, you receive immediate income and capital-gains tax savings and ultimate estate-tax deductions.
Contact
Barbara Farber, Director of the Permanent Endowment Fund; 415-449-3858; BarbaraF@jfcs.org
Charitable Remainder Trusts
Put Your Nest Egg to Work for Yourself, Your Family, and Your Community
JFCS charitable remainder trusts are designed to meet your specific needs -- providing you or your loved with significant tax benefits and income while supporting our community. They can be established during your lifetime or through your will. Depending on your objectives, you can choose an annuity or a unitrust.
Annuity Trusts
Annuity trusts are a good choice for those seeking a regular fixed income -- for themselves or a member of their family. They pay a secure, fixed sum annually, regardless of the trust's investment performance. The payout amount is determined at the time the trust is established. No additional gifts may be made to the trust.
Enjoy this Calculator exercise.
Unitrusts
Unitrusts provide a hedge against inflation by paying a varying amount based on a predetermined percentage of the fair market value of the trust's assets each year. As the trust grows, payments also grow. Additional gifts can be made at any time.
Enjoy this Calculator exercise.
Please contact Barbara Farber, Director of the Permanent Endowment Fund, to learn more.
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Contact:
Barbara Farber, Director of the Permanent Endowment Fund; 415-449-3858; BarbaraF@jfcs.org