Charitable Remainder Trust - Support Packard Children's Hospital

Fund a flexible lifetime gift

You can irrevocably transfer money, securities, or other assets to a trust that will then pay you (and another beneficiary, if you wish) an income for life or for a period of years. At the death of the surviving beneficiary or at the end of a term of years, the remaining principal in the trust goes to Packard Children's Hospital.

or call Donna M. Bandelloni at (650) 736-1211

Benefits to you:

Increase your income when you give to a trust designed to pay out more than you now earn on the assets you will contribute.
Receive a money-saving federal income tax charitable deduction.
Pay no up-front capital gains tax when you give unmortgaged appreciated assets to the trust.
Free yourself from investment worries with professional management. Packard Children’s will serve as trustee for your Charitable Remainder Trust.
Gain the enduring satisfaction of having made a major commitment to our important work.

Frequently Asked Questions

What are the benefits of a Charitable Remainder Trust over an Annuitiy?
Charitable Remainder Trusts are generally more flexible and can be customized to your particular situation. We are happy to help determine the best type of gift for you. Contact us for a personalized illustration.

This is not professional tax or legal advice. Donors must consult their tax and legal advisors regarding their specific situation.

Did you know?

Charitable remainder trusts can be funded by cash, securities, real estate, or other appreciated assets.