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Charitable Remainder Annuity Trust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Charitable Remainder Annuity Trust
Stock or Cash
Annuity Trust
Donor
CSULB
Charity image

Benefits of a Trust Gift

  • Create a lasting legacy of support for students at CSULB
  • 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 California State University, Long Beach

Charitable Remainder Annuity Trust for Fixed Income

If you are tired of the fluctuating stock market and want fixed income, a charitable remainder annuity trust may offer you the stability you desire. A charitable remainder annuity trust pays out a fixed amount each year based on the value of the trust at the time it is formed.

Contact Us for More Information

If you have any questions about making your gift, please contact us by clicking here to send us an email with your questions or comments.

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