Donor Stories Contact

University Development

Home

Planned Giving

Sample Bequest Language

Reading Room

Donor eNewsletter

Professional Advisors

Campus Photos by
Joel Zwick

Erin K. Jones, CFRE, CSPG
Senior Director of Planned Giving

Property Turns Into Income

Thank you for considering the request for a printed illustration of a charitable trust. These trusts have been used by many friends of San Diego State University for a tax-free sale.

The trust benefits include a bypass of capital gain, increased income and charitable deduction.

Please feel free to ask any questions. Your request for a printed illustration will be confidential. We will be very pleased to answer any questions that you have. Please be assured that there is no obligation for this free service that we provide.

Many of our friends have used stock or land for a charitable trust. In order to complete the illustration, please provide the following basic information.

The deduction is based on your age.

* Name:     * Age:

If you would like a two-life Tax-Free Sale, please enter the name and age of the second person .

Name:     Age:

Your tax savings will depend on your tax bracket. Total tax brackets usually range from 10% to 40%. Many of our friends have a tax bracket of about 25%.

Tax Bracket  %

The charitable deduction will also be based on the value. Please enter the approximate value and cost of the property.

* Property Value:

Cost Basis:

Please enter your e-mail address, name, address, city, state and zip.

* E-Mail:

* Name:

* Address:

* City/State/Zip:

Phone:

Could I answer any of your questions?

Please send me the printed illustration with recommended payout rate and tax savings.
I prefer: e-Mail Regular Mail Both
* Required Fields