Larry Becerra
Following a 38-year stint as a Bay Area kindergarten teacher, Larry Becerra dreamed of a retirement income that would give him the freedom to do the things he is passionate about. By creating a charitable remainder trust and naming Children’s Hospital as the beneficiary when he passes on, he is doing just that. >>
Larry Becerra
Following a 38-year stint as a Bay Area kindergarten teacher, Larry Becerra dreamed of a retirement income that would give him the freedom to do the things he is passionate about. By creating a charitable remainder trust and naming Children’s Hospital as the beneficiary when he passes on, he is doing just that. >>
Charitable Remainder Trust
The Most Flexible Life Income Gift
How it works
- You transfer cash, securities or other appreciated property into a trust.
- The trust makes fixed annual payments to you or to beneficiaries you name.
- When the trust terminates, the remainder passes to Children's Hospital.
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
- You pay no upfront capital gains tax on any appreciated assets you donate.
- You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
- You have the satisfaction of making a significant gift that benefits you now and Children's Hospital later.
RELATED CHARITABLE REMAINDER TRUST LINKS
For more information
Email us, complete the personal illustration form, or call Ron Streitz, VP Planned Giving at (800) 841-4642 so that we can assist you through every step of the process.
Please note: The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner. (Read our legal disclaimer)
