Gifts That Pay You Income

You may be looking for a way to receive income for life or for a number of years and also establish a future gift for your favorite Christian ministries, such as Fuller Seminary. Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. Are you looking for a way to pass your assets to your family while reducing or eliminating gift or estate taxes? A charitable trust or gift annuity may be the right solution for you. Our gift planning team can help you establish a charitable trust to achieve your financial goals and create a lasting legacy for your family and the causes you care about. To learn more about the benefits of creating a charitable trust, please contact Dasha Thomas at 626.792.3232 or [email protected].

• CHARITABLE REMAINDER UNITRUST
  CHARITABLE REMAINDER UNITRUST
  You can transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. The charity you choose benefits from what remains in the trust after all the trust payments have been made.
  More
• CHARITABLE REMAINDER ANNUITY TRUST
  CHARITABLE REMAINDER ANNUITY TRUST
  You can transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
  More
• CHARITABLE LEAD TRUST
  CHARITABLE LEAD TRUST
  You can fund a trust that makes gifts to your preferred charity for a number of years. Your family receives the trust remainder at substantial tax savings.
  More
• SALE AND UNITRUST
  SALE AND UNITRUST
  You can give a portion of your property to charity to fund a charitable remainder trust, when the property sells you receive cash and income for life.
  More
• GIVE IT TWICE TRUST
  GIVE IT TWICE TRUST
  You can provide your children with a stream of income while making a gift to your favorite charity, like Fuller.
  More
• Charitable Gift Annuity
  Charitable Gift Annuity
  You transfer your cash or appreciated property to Fuller in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
  More