Charitable Remainder Trusts

The Foundation can administer charitable remainder unitrusts and annuity trusts, both of which pay lifetime income to you or other named beneficiaries.

Establishing a trust is not difficult. Cash or property is transferred to the trust. The income beneficiaries receive annually an amount equal to a fixed percentage of the trust's fair market value (unitrust) or a fixed dollar amount (annuity trust). Upon termination of the trust, the assets are transferred to your named charitable fund to support your individual or personal charitable giving goals.


For More Information


E-mail Randy Balogh, Director of Philanthropic Services or call him at (831) 477-0800 ext. 202 for any questions about charitable trusts and how they work.


Charitable Remainder Trusts