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Logo of Assistance League North Coast

Charitable Trusts

If you have a large estate and also are looking for ways to receive reliable payments,consider a charitable remainder trust, either an annuity trust or a unitrust. At the end of the trust term, the balance in the trust goes to Assistance League of North Coast.
HAVE QUESTIONS?

A Charitable Remainder Trust provides a wide range of benefits and savings

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

1. 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.

2. 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.

Should you have questions about making one of these gifts please contact:
Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org

What's Next?

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

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Legacy Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Legacy Giving:
Pam Whitaker
pam@alnc.org
Marcia Carucci
marcia@alnc.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.