• Charitable Remainder Trusts

    You may be 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. A charitable remainder unitrust might offer the solutions you need!
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  • Donor Advised Funds

    You fund a DAF and make charitable gift recommendations during your lifetime, and your children can carry on your legacy of giving.
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  • Your Legacy

    You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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  • Your Gift Matters

    When you give to Fuller Seminary, you invest in the future of men and women who advance God's work in your local community and across the globe.
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Help Remainder Unitrust for Term of 1-20 Years
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Enter the name of the Beneficiary. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Years
Enter the term of years the trust will last, i.e., distribute income to the named beneficiary(ies). The term cannot exceed 20 years.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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To learn how you can make a current or legacy gift,
please contact us at 626.792.3232 or [email protected].