Charitable Trusts

A charitable trust is a contract between you and The Julian Center where you transfer cash, stock, or property in exchange for an income for life. The exchange allows you to bypass capital gains taxes, diversify your assets, and reduce income tax as well as estate taxes.

Types of trusts

There are two basic types of charitable remainder trusts.

Annuity Trust

An annuity trust pays you a fixed dollar amount for the rest of your life.

Unitrusts

A unitrust will pay you a fixed percentage of the trust principal each year. If the value of the trust principal increases over time, your income increases with it.

We would be happy to recommend
a professional knowledgeable
in handling trusts
to assist you.

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