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You can make a meaningful gift to San Antonio Hospital Foundation without giving cash,
and, your non-cash gift does not automatically mean giving up the income from stocks or other investments.
There are several ways to make a gift while retaining the income generated by the asset. These include charitable remainder trusts, short-term trusts, and charitable lead trusts.
If you are interested in making a charitable gift that pays you a lifetime income, a charitable remainder trust (CRT) may allow you to make that happen. These trusts can be funded with cash, securities, appreciated stock or real estate, and can be created with San Antonio Hospital Foundation as the beneficiary with an asset valued at $50,000 or more.
With a short-term trust, a fixed percentage of the trust's principal value is paid each year to members of your family. At the end of the trust period, typically five to 20 years, the principal assets of the trust are distributed to San Antonio Hospital Foundation. The benefits of a short-term trust are:
If you are looking for a way to minimize estate taxes or you need a method to finance a short-term family expense, such as post-graduate school for a child,
If you are looking for a way to benefit San Antonio Hospital Foundation now, while leaving the principal of an asset or assets to your heirs, a charitable lead trust can make that possible.
The income generated by the assets in the trust is paid to the Foundation during the term of the trust, after which the assets are passed along to your heirs, usually with significant estate tax savings. Essentially, you are loaning the use of the assets to the Foundation, while making your heirs the ultimate beneficiaries of the assets themselves.
Trusts are easy to establish and provide wonderful advantages to the creator of the trust. They provide a significant tax deduction and may also increase income and eliminate the capital gains and estate taxes that might otherwise be incurred on the asset.
Trusts also help secure the future of our community hospital. This is truly a win-win situation for the hospital and your family. If you would like to learn more about how these trusts may benefit you and the hospital, please contact Mike Tracey, President of the San Antonio Hospital Foundation, at 909.920.4962.