Charitable Trusts

If you are concerned about the cost of capital gains tax with the sale of a highly appreciated asset, this maybe the charitable gift vehicle that would best suit you.

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

• You may fund a trust with cash or appreciated property that will enable you to make gifts to ALNC for years to come.

• You may receive income for life, for a term of up to 20 years or life you may pass inheritance on to heirs at reduced cost

• You will receive an immediate charitable income tax deduction for the charitable portion of your trust

Should you have questions about making one of these gifts please contact:
Pam Whitaker: (760 845-9196) or

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

Planned Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Planned Giving:
Pam Whitaker
Marcia Carucci
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.