Discover a Gift That Is Truly Win-Win

Charitable Remainder Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

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Looking for a way to give Simpson College 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:

  • Potential for 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.

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Learn How to Fund It

You can use the following assets to fund a charitable remainder trust:

Calculate Your Benefits

Submit a few details and see how a charitable remainder trust can benefit you.

  1. Contact Chris Goodale '86 at 515-770-1426 or chris.goodale@simpson.edu to talk about supporting Simpson College by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Simpson College in your plans, please use our legal name and federal tax ID.

Legal Name: Simpson College
Address: Indianola, IA
Federal Tax ID Number: 42-0680389

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure