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Charitable Remainder Annuity Trust

MAKE A PHILANTHROPIC GIFT THAT ALSO TAKES CARE OF YOU.

Build a meaningful UCLA legacy while receiving predictable and secure income for life or a term of years.

BENEFITS

  • You, or the beneficiaries you name, receive fixed income for life or a term of years.
  • This income does not fluctuate with the market value of the trust?s assets.
  • Payments are made on a quarterly basis.
  • Establish a charitable remainder annuity trust during your lifetime or through your will or living trust to create a fixed and secure source of income for your heirs.

TAX ADVANTAGES

  • Receive an immediate charitable income tax deduction.
  • Pay no capital gains tax at the time you transfer assets to the trust (tax will be paid on the quarterly income payments).
  • A charitable remainder annuity trust is a tax-savvy approach to using highly appreciated assets to make philanthropic gifts.
  • By donating the asset, you also remove it from your taxable estate.

HOW IT WORKS

  • Establish a charitable remainder annuity trust, and make an irrevocable transfer of cash, securities or other appreciated property.
  • The trust may last for the life of the beneficiary or for a term of years (up to 20 years).
  • The transferred assets are invested or sold by the trustee.
  • Select a trustee: You or The UCLA Foundation can serve as trustee, or you may choose your own trustee.
  • The regular, taxable payments you or your beneficiaries receive are fixed and do not fluctuate with the market value of the trust?s assets.
  • Upon the termination of the trust, the remainder is distributed to The UCLA Foundation for the philanthropic purposes you have designated.

Contact Us

800-737-UCLA (8252) • giftplanning@support.ucla.edu

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UCLA's gift planning professionals are happy to provide you and your legal and financial advisors with personalized illustrations of the benefits that a charitable remainder annuity trust offers. Any information in this publication is not intended as legal, accounting, or financial advice. Please consult with your tax, legal, and financial advisors to ascertain whether this or other gift plans are in keeping with your own tax and financial needs. Conversations with the university's gift planning team are always confidential and never imply obligation.

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UCLA Bequest Challenge

UCLA Bequest Challenge

85% toward goal!

As UCLA prepares to celebrate its first 100 years of excellence, help us achieve our goal of identifying 1,200 new bequest intentions to the university by the end of the Centennial Campaign for UCLA on December 31, 2019.

Let the discoveries and achievements of UCLA's next century be part of your legacy.