Charitable remainder trusts are deferred, life income gifts which can provide donors an income for life or a term of years, a charitable income tax deduction, and a bypass of capital gains taxes. This type of trust is particularly effective when funded with highly appreciated property, such as stocks, mutual funds, and real estate. For donors, a charitable remainder trust can meet your tax, income, and estate needs while, at the same time, helping you make a major gift to Hillcrest.

There are two types of charitable remainder trusts. The unitrust pays a percentage of the value of the trust. The annuity trust pays a fixed amount for the life of the trust.

For a personal illustration of a charitable remainder unitrust or an annuity trust, click here, and choose the type of trust that best suits you.