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Legacy Planning

A Gift of Charitable Remainder Trusts

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Receive Lifetime Payments for Your Generosity

If you are looking for ways to receive reliable payments while making a significant gift to {{ChapterLong}}, you may want to consider a charitable remainder trust.

How It Works

With this type of gift, you create the trust and fund it with assets, such as cash, real estate or appreciated securities. You receive income (either a variable or fixed dollar amount) each year for the rest of your life or for a period of up to 20 years from the trust. At the end of the trust term, the balance in the trust goes to support our mission.

You give cash or property to the trust. You qualify for an income tax deduction and income for life.

Your Benefits

  • Qualify for an income tax charitable deduction, when you itemize
  • Up-front capital gains tax elimination
  • Potential for increased disposable income
  • Professional management of assets available

Steps to Take to Make Your Gift

  1. Decide which asset to donate. You can fund your trust with a variety of assets. Appreciated securities you’ve owned for more than one year are an ideal choice, because you could possibly boost your cash flow with a higher payout from the trust.
  2. Choose who receives the payment. Your trust can make payments to you and other beneficiaries you choose, such as a spouse or a child.
  3. Identify the income you want from the trust. The rate of payment must be at least 5 percent of the trust asset’s value.
  4. Determine the length of the trust. The term of your trust can be the lifetime of the beneficiaries you select or for a period of up to 20 years.
  5. Contact {{Contact}} at {{ChapterLong}} to help you determine, with your financial advisors, if creating a charitable remainder trust is right for you.

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The following trademarks used herein are owned by McDonald’s Corporation and its affiliates; McDonald’s, Ronald McDonald House Charities, Ronald McDonald House Charities Logo, RMHC, Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult with an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.