Charitable Remainder Trusts
The Charitable Remainder Trust (CRT) is a highly flexible vehicle. It allows you to donate highly appreciated stock or real estate to a CRT and the asset is sold without the recognition of capital gain taxes, thereby increasing the amount of funds available for future investment and growth. The payout rate is flexible based upon the amount of income you need.
Transfer Appreciated Asset to Trust
*Stock, cash, or real estate
*Flexible payout rate (generally 5–8%)
*Asset sold tax free
Payment for Life
*Income for life to one or more donors or for a fixed term of years
*Immediate tax deduction
*Bypass capital gain taxes
*Potential inflation protection
Remainder to Pepperdine
*After lifetime, the remainder of the trust benefits Pepperdine, its faculty, and students