Charitable Remainder Trusts
DISCOVER A GIFT THAT IS TRULY WIN-WIN
Looking for a way to give Theatre Under the Stars a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.
Benefits of a charitable remainder trust include:
A partial charitable income tax deduction
Potential for increased income
Up-front capital gains tax avoidance
There are two ways to receive payments with charitable remainder trusts:
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.
LEARN HOW TO FUND IT
You can use the following assets to fund a charitable remainder trust:
Closely Held Stock
Real Estate Retirement
Tangible Personal Property
Contact Amy Lampi at 713.558.2647 or AmyL@tuts.com to talk about supporting Theatre Under the Stars by setting up a charitable remainder trust.
Seek the advice of your financial or legal advisor.
If you include Theatre Under the Stars in your plans, please use our legal name and federal tax ID.
Legal Name: Theatre Under The Stars
Address: Houston, TX
Federal Tax ID Number: Please contact us for our federal tax ID number.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
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800 Bagby, Ste 200
Houston, TX 77002