Charitable Remainder Annuity Trust

You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Benefits of Your Gift

  • Fixed income for life, lives or term of years
  • Avoid capital gains tax on the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift to Cal Lutheran

Charitable Remainder Annuity Trust for Fixed Income

If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays out a fixed amount each year based on the value of the property at the time it is gifted.

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Annual Fund

CLU Annual Fund

The CLU Annual Fund allows you to support the University's growth and consistent high-quality education.

CLU Annual Fund

Scholarships

Scholarships

A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.

Scholarships

Campus

Special Gifts

Leave a lasting legacy through special gifts that are specific to your interests.

Special Gifts

Enormous Luther

Planned Giving

Planned gifts, such as bequests and annuities, can be a wonderful way to provide for your family's future as well as the future of Cal Lutheran.

Planned Giving