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Charitable Remainder Annuity Trusts
Gift Example
The example below is based on a factor that changes monthly. Request for a personal gift illustration based on the latest rates.
You are holding appreciated stock valued at $100,000 from which you receive a $1,000 dividend annually. You would like to reinvest for more income; however, you will owe a capital-gains tax on $90,000 of profit if you do. Instead, you contribute the $100,000 to a charitable annuity trust paying you and your spouse (ages 80 and 78) $5,000 annually.
| Amount contributed | $100,000 |
| Cost basis | $90,000 |
| Annual payment |
$5,000 |
| Charitable deduction | $45,662 |
| Tax savings @ 33% combined (state and federal) income tax rate | $15,068 |
| Click here to calculate your charitable remainder annuity trust benefits Note: The annuity trust is not the only gift plan that increases your cash flow. Compare its benefits to the unitrust and the gift annuity. |
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For assistance with this gift plan, please complete the request information form or contact the Mercy Foundation at (209) 564-4200 or e-mail to MercyFoundationMerced@DignityHealth.org.
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