Solutions for Large Donations

The Advantages of a Charitable Remainder Trust

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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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If you have built a sizeable estate and also are looking for ways to receive reliable payments, consider charitable remainder trust.

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

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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 remainder 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