Charitable Remainder Trusts
Assets placed in the trust can include: cash, stocks, bonds, securities and other investments. The donor will receive a tax receipt for a portion of the value of the assets that is calculated using the donor's life expectancy and prevailing discount rates.
| Age | Value of assets placed in trust | Value of tax receipt issued* | Income from trust (taxable) | Net gift to USMC upon death of donor(s) |
|---|---|---|---|---|
| 70 | $100,000 | $43,590 | negotiable with trustee | $100,000 |
| 75 | $100,000 | $52,525 | negotiable with trustee | $100,000 |
| 80 | $100,000 | $61,654 | negotiable with trustee | $100,000 |
| 85 | $100,000 | $69,882 | negotiable with trustee | $100,000 |
*approximate based on prevailing discount rates and actuarial tables
Charitable Registration Number: BN 11927 9321 RR 001