Charitable Remainder Trust: Is this gift for you?

A charitable remainder unitrust is for you if...

• You want to make a major gift to Children's Hospital Oakland while retaining or increasing your income from the assets you contribute.
  
  
• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.
  
  
• You prefer the stability of a fixed income.
  
  
• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

 A charitable remainder annuity trust is for you if...

• You want to make a major gift to Children's Hospital Oakland while retaining or increasing your income from the assets you contribute.
  
  
• You hold appreciated assets — securities, a business, or investment real estate — and want to avoid the capital gains cost of a sale.
  
  
• You want the income from your gift to be able to grow over time.
  
  
• You desire maximum flexibility in the operation of your gift:

1. You want income paid to your beneficiary for a term of years instead of their lifetime.
2. You want income to go to more than one beneficiary.
3. You want the option of choosing the trustees of your gift plan.
4. You want to donate an appreciating but temporarily illiquid asset to Children's Hospital.
5. You want to help ensure our future viability and strength.