Planned Giving

Charitable Remainder Trusts Offer Great Advantages

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If you are interested in making a sizeable gift to Santa Rosa Junior College and also receiving reliable income payments and charitable income tax deductions, you may want to consider the advantages of creating a charitable remainder unitrust (CRUT).

A CRUT gift irrevocably transfers the remainder interest of an asset's value to the SRJC Foundation upon the death of the named income beneficiaries or at the end of a specified term of no more than twenty years.

The minimum suggested amount to establish a qualified CRUT shall be $100,000 with a minimum age of beneficiaries for all life income gifts of 50 years old. The fixed percentage cannot be less than five percent and is established when the trust is created and cannot be changed.

Benefits of a charitable remainder trust include:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

Funding CRUTs

Gifts of cash and appreciated securities will be accepted. CRUTs funded with real estate or other non-liquid assets shall take the form of a "net income" or "net income with make-up" unitrust.

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You can use the following assets to fund a charitable remainder trust:

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  1. Contact Kate McClintock at (707) 527-4797 or kmcclintock@santarosa.edu to talk about supporting SRJC Foundation by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include SRJC Foundation in your plans, please use our legal name and federal tax ID.

Legal name: Santa Rosa Junior College Foundation
Located in: 1501 Mendocino Avenue, Santa Rosa, CA 95401
Federal tax ID number: 94-1735861

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure