Charitable Remainder Trusts
Solutions for Large Donations
The Advantages of a Charitable Remainder Trust
If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a 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.
Fund Your Donation With:
Contact the Office of Advancement at (760) 601-3900 or DoeDee Rover at email@example.com to chat about supporting Xavier by setting up a charitable remainder trust.
Seek the advice of your financial or legal advisor.
If you include Xavier in your plans, please use our legal name and federal tax ID.
Legal Name: Xavier College Preparatory High School
Address: 34-200 Cook Street, Palm Desert CA 92211
Federal Tax ID Number: 71-0908497