Planned Giving

Charitable Remainder Unitrusts

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How it works

  You transfer cash, securities or other appreciated property into a unitrust.

  The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name.

  When the trust terminates, the principal passes to Los Angeles Regional Foodbank.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no up front capital gains tax on appreciated assets you donate.
  • You or your designated beneficiaries receive income for life or a term of years.
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
  • You have the satisfaction of making a significant gift that benefits you now and Los Angeles Regional Foodbank later.

More

To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (323) 234-3030 so that we can assist you.




Los Angeles Regional Foodbank
1734 E. 41st Street
Los Angeles,CA 90058
(323) 234-3030




The material presented in this web site is not offered as legal or tax advice. Examples of tax benefits and results of various examples shown are based on the stated IRS Discount Rate and on other assumptions which may not apply to your own situation at the time of your gift.

You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.

All material is presented solely as educational information and is not a solicitation or offer.

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