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Charitable Lead Trusts Offer You Options

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See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.

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You can benefit from the tax savings that result from supporting Hospice of San Joaquin without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust. 

There are two ways that charitable lead trusts make payments to the Hospice of San Joaquin:

A charitable lead annuity trust pays a fixed amount each year to the Hospice of San Joaquin and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the Hospice of San Joaquin go up as well.

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  1. Contact Sandy Stoddard at (209) 957-3888 or sstoddard@hospicesj.org to talk about supporting Hospice of San Joaquin by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Hospice of San Joaquin in your plans, please use our legal name and federal tax ID.

Legal Name: Hospice of San Joaquin
Address: 3888 Pacific Ave., Stockton, CA 95204-1953
Federal Tax ID Number: 94-2777980