3 Ways to Fund Your Charitable Trust
A charitable remainder trust can be funded with a variety of assets—it's up to you. While some assets are easier to give to your charitable trust, you'll want to consider other important issues such as asset availability and capital gains tax savings. Here's a rundown of three popular possibilities and their effects.
Have your stocks or real estate lost value in recent years?
For tax purposes, they are still appreciated if their current value is more than what you originally paid for them.
We would be happy to work with you and your advisors to discuss a potential trust that meets your financial goals and also supports our mission. Just contact Winona State University Foundation Office at 1-800-242-8978 ext. 5020 or 507-457-5020 or PlannedGiving@winona.edu.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | What If You Don't Need the Payments Right Away? | 3 Ways to Fund Your Charitable Trust | Choosing Your Trustee | How to Complete Your Gift | Action Items
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.