Charitable Trusts

A charitable remainder trust pays you and/or your loved one an income stream for life or a specified number of years. Payments can be a fixed amount (annuity trust) providing you the security of the same payment each time; or payments can be based on a stipulated percentage of trust assets (unitrust), providing you with possibility that payments may increase.  When the trust terminates, the remaining principal is left to benefit Treehouse.  You will receive an income-tax deduction for the present value of the projected remainder of the trust that will go to Treehouse, and you avoid capital gains taxes when appreciated assets are transferred to the trust.

Another option, a charitable lead trust, is essentially the opposite of a charitable remainder trust. Instead of a beneficiary receiving payments, Treehouse would receive the payments. When the trust terminates, the principal is then distributed among designated non-charity beneficiaries.

For more information about planned giving and becoming a member of the Treehouse Legacy Circle, please call Dawn Rains at 206.267.5110.