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.Request a brochure
CLU Annual Fund
The CLU Annual Fund allows you to support the University's growth and consistent high-quality education.
A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.
Leave a lasting legacy through special gifts that are specific to your interests.
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.