Charitable Remainder Trusts
A good way to remember your favorite charity is through a charitable remainder trust. It gives you lifetime use of the designated assets, then transfers title to the organization of your choice upon your death.
Besides helping a cause you believe in, you avoid the capital gains tax you would pay if you sold the asset. Plus, you get a tax deduction in the year you create the charitable remainder trust.
Talk to your attorney or estate planner about designating the Congress of California Seniors Education and Research Fund as the recipient of your charitable remainder trust.Back to Top