Planned Giving

Charitable Remainder Trust: Protect Appreciated Assets

It seems that just about every week the Dow Jones Industrial Average, S&P 500 or NASDAQ index reaches a new high. Even many existing bonds are selling at a premium.

Did you know there's a way to avoid paying the tax you would suffer on the gain if you sold your appreciated asset and potentially increase your income?

If you are holding on to a great deal of growth in your stock holdings and long-held bonds, you may be hit with a capital gain tax of 20 percent of the appreciation.

But if you transfer your asset to a Fred Hutch charitable remainder trust, you can avoid the capital gains otherwise due on the sale of your stocks and bonds so that the full fair market value of those assets go to work providing lifetime payments. And those payments may be much higher than the dividend or interest income enjoyed by your currently-invested assets.

Charitable Remainder Trust Options

Charitable Remainder Unitrust
Transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with variable, hopefully increasing, income through a diversified portfolio for life or a term of years. The remainder goes to Fred Hutch. More >
     
Charitable Remainder Annuity Trust
Transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free into a diversified portfolio and provides you with fixed income for life or a term of years. The remainder goes to Fred Hutch. More >
    
Learn More: Contact Us
Please contact us today if you have any questions or would like additional information. We are happy to help you find the resources you need to help you plan.
     
     
The purpose of these web pages is to provide general educational information about charitable gifts, financial considerations and estate planning. They are not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisers should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document.