Charitable Remainder Trusts
If you are interested in making a significant gift to Planned Parenthood that will provide benefits to you during your lifetime and leave a legacy for the future of family planning, a charitable remainder trust may meet your objectives. Charitable remainder trusts can be customized to meet your personal and family needs, particularly if you want to provide for a friend or family member during or after your life.
 To establish a trust in the Planned Parenthood Charitable Remainder Trust Program, you would make an irrevocable gift of $100,000 or more for a distinct trust fund in your name. You would qualify for an income tax charitable deduction. If you make your gift with appreciated securities, you avoid the capital gains tax on long-term appreciation. Trusts can be set up to provide a fixed payment amount each year or a fixed percentage, with variable payments each year.
Example of a Charitable Remainder Unitrust:
Donor
two people, ages 73 and 68
Amount of Gift
$100,000
Income Tax Charitable Deduction
approximately $42,900
Payment Rate
5% minimum
Income
$5,000 in the first year. For subsequent years, the income is variable, based on an annual valuation. Your income can increase or decrease based on market conditions and performance.
Example of a Charitable Remainder Annuity Trust:
Donors
two people, ages 73 and 68
Amount of Gift
$100,000
Income Tax Charitable Deduction
approximately $46,600
Payment Amount
a fixed percentage of the initial gift
Income
a set amount each year that does not change
Our staff can prepare personalized, confidential gift examples for you. If you would like more information, please contact us.
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