A charitable remainder trust is a creative way to create a lasting legacy in your name and receive income from the trust for life or for a specified number of years. Upon expiration of that term, the remainder of the trust goes towards the philanthropic purpose established by you at its creation.
Your charitable remainder trust can be designed as either an Annuity Trust, with a fixed annual payment to you, or as a Unitrust, in which case you are paid a percentage of the value of the assets.
What are the benefits to you?
How to Begin
For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact us at (805) 957-1115, or your personal financial advisor today.
Jewish Federation of Greater Santa Barbara does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.