Getting
Started: Charitable Remainder Trusts
When you create a charitable remainder trust, you irrevocably
transfer money, securities or other assets to a trust that will
then pay you an income for life or for a period of years.
Your
Giving Lives On With Charitable Remainder Trusts
If you are interested in supporting us, you can employ a gift
technique that also benefits you personally.
An
Inflation Hedge for the Retired
Are you retired and fearing the impact of inflation? Did you know
that a charitable remainder unitrust can help protect you from
inflation?
The
Annuity Trust: A Gift Opportunity That Helps Secure Your
Future
Are you uncomfortable letting your future retirement dollars ride
the ups and downs of the stock and bond market? Do you consider
short-term money market rates too unstable and less than
appealing?
Preserve
Your Assets Through a Wealth Replacement Trust
Madeline, a 65-year-old widow, would like to make a major
charitable gift, but she cannot afford to reduce her income.
Why Use
Trusts?
Are you looking for new ways to protect your family and your money?
Would you like to cut estate taxes and probate costs, too? Trusts
are the answer.
Your
Guide to Trusts
Technically speaking, a trust is a legal document. Practically
speaking, a trust can protect money for heirs.
Choose
the Right Trust Plan for Your Will
All trusts aren't alike. When you put a trust in your will, it
should be drafted precisely in order to satisfy your wishes and
goals.
Add
More Income to Your Retirement Years
How a Unitrust Works
You give cash or other assets to a unitrust that will make
distributions to you during your lifetime, then to another
beneficiary if you so choose, with the remaining principal
eventually paid to St. John's University estate tax–free.
Unlock
Your Income Power With a Unitrust
Like many investors, you may find yourself in a dilemma. You would
like to increase the income you derive from your investments, but
you do not want to sell your growth stocks at a large profit
because you will have to pay capital gains tax on their
appreciation.
Give
Your Retirement Budget a Boost
Over the years, your investments have grown nicely, but your
retirement income is inadequate. If you sell and reinvest in
higher-yielding securities, you'll lose part of your gain to taxes.
Does this sound like you or someone you know?
Fulfill
Three Goals With One Trust
As you plan your estate, what goals come to mind? Of course caring
for your surviving spouse so he or she is financially secure is
always at the top of your list.
An
Excellent Way to Reduce Taxes
Have you ever heard the phrase, "giving away the tree while keeping
the fruit"? In the world of philanthropy, this is how we
refer to a charitable remainder trust.
You Can
Create a Trust in Your Will
Once it is established, a charitable remainder annuity trust or a
charitable remainder unitrust is irrevocable. This means that a
donor no longer has access to the trust assets.
How to
Plan for a Financially Secure Future
It may reassure you to know that many retirees live comfortably on
a lower income than people who work full time.
Add
Years to Your Retirement Income
Retirement can be the golden years—assuming your nest egg grows
sufficiently. Today's retirees are retiring younger and living
longer than ever.
For additional information on gift planning, contact Susan
Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu