Planned Giving: Join the Legacy Circle

Charitable Remainder Annuity Trusts

A charitable remainder annuity trust is a separately invested and managed charitable trust that pays you, your spouse, and/or other beneficiaries a fixed annuity income for life or a term of years. You receive a charitable income tax deduction for a portion of your gift to the trust. No additional gifts are permitted. After the annuity trust terminates, the accumulated principal or "remainder interest" goes to KCET.

• Receive stable, predictable income (particularly appealing to older donors and income beneficiaries).
• Avoid all upfront capital gains tax on any appreciated assets you transfer to the annuity trust.
• Receive all or partly tax-free income if your annuity trust is invested for that objective.
• Reduce your estate tax liability by removing a large taxable asset.
• Make a satisfying and substantial gift to KCET during your lifetime.

Example Comparison of Benefits: Unitrust and Annuity Trust		This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.
Assumptions:	> Beneficiaries aged 72 and 70 > 28% income tax bracket > Holding $100,000 in stock with $50,000 cost basis
.	Unitrust	Annuity Trust
Contribution	$100,000	$100,000
Income Rate	5%	5%
First Year's Income	$5,000	$5,000
Future Income	Variable	$5,000/year
Charitable Deduction*	$43,764	$43,367
*Based on a Federal Discount Rate of 5%.

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To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at (323) 953-5300 so that we can assist you.