Plan Your Legacy

Founded in 1946 as Meals for Millions, Freedom from Hunger has more than six decades of proven success in helping families end their own hunger. By contacting us to plan your gift today, you will ensure that families around the world - for generations to come - will have their chance to help themselves. Contact us now by e-mail or telephone Chris Dodson at (530) 758-6200 ext. 1042 or (800) 708-2555.

Charitable Remainder Annuity Trusts

A charitable remainder annuity Trust is a separately invested and managed charitable Trust that pays you, your spouse, and/or other beneficiaries a fixed annuity income for life or a term of years. You receive a charitable income tax deduction for a portion of your gift to the Trust. No additional gifts are permitted. After the annuity trust terminates, the accumulated principal or "remainder interest" goes to Freedom from Hunger.

  • Receive stable, predictable income (particularly appealing to older donors and income beneficiaries).
  • Avoid all upfront capital gains tax on any appreciated assets you transfer to the annuity Trust.
  • Reduce your estate tax liability because the Trust is not included as an asset of your estate.
  • You have the satisfaction of making a significant gift that benefits you now and and helps those most in need at the end of your lifetime.

Example

Comparison of Benefits: Unitrust and Annuity Trust

This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

Assumptions:

> Beneficiaries aged 72 and 70
> 28% income tax bracket
> Holding $100,000 in stock with $50,000 cost basis

.

Unitrust

Annuity Trust

Contribution

$100,000

$100,000

Income Rate

5%

5%

First Year's Income

$5,000

$5,000

Future Income

Variable

$5,000/year

Charitable Deduction*

$43,764

$43,367

*Based on a Federal Discount Rate of 5%.

More

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at so that we can assist you.




 


Freedom from Hunger
Attention: Chris Dodson
1644 DaVinci Court
Davis, CA 95618
(530) 758-6200 ext. 1042
(800) 708-2555
Contact us now