Charitable Trusts

You may be looking for a way to receive income for life or for a number of years and also establish a future gift to Fuller. Are you concerned about the high cost of capital gains tax with the sale of an appreciated asset? Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. Are you looking for a way to pass your assets to your family while reducing or eliminating gift or estate taxes? A charitable trust may be the right solution for you. Fuller's gift planning team can help you establish a charitable trust to achieve your financial goals and create a lasting legacy for your family and Fuller. Please contact Fuller's Senior Director of Estate and Charitable Gift Planning Services, Todd B. Derrick, to learn more about the benefits of creating a charitable trust at (626) 792-3232 or giftplanning@thefullerfoundation.org.

  • CHARITABLE REMAINDER UNITRUST
    You can transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. Fuller benefits from what remains in the trust after all the trust payments have been made.
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  • CHARITABLE REMAINDER ANNUITY TRUST
    You can transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • CHARITABLE LEAD TRUST
    You can fund a trust that makes gifts to Fuller for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • SALE AND UNITRUST
    You can give a portion of your property to Fuller to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • GIVE IT TWICE TRUST
    You can provide your children with a stream of income while making a gift to Fuller.
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To learn how you can make a legacy gift to Fuller, please contact Fuller’s Gift Planning team at (626) 792-3232 or giftplanning@thefullerfoundation.org.