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Is This Gift Right for You?

A charitable remainder trust has special appeal for Jewish Community Foundation supporters who would like to make a gift and receive income in return. Review the checklists below to see if you fit the profile for either type of charitable remainder trust.

Annuity Trust

You would like more future income.
You want a fixed income you can count on.
You own low-yield assets that are worth more now than when you purchased them.
You want a higher current income without incurring up-front long-term capital gains taxes.

Unitrust

You would like more future income.
You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
You own low-yield assets that are worth more now than when you purchased them.
You want a higher current income without incurring up-front long-term capital gains taxes.
You like the idea that additional assets can be added to the trust during your lifetime.


	Calculate your possible benefits with a charitable remainder annuity trust or a charitable remainder unitrust.

Helpful Resources
Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you. To learn more about how you can support Jewish Community Foundation through a trust, contact Dirk Bird at (303) 316-6448 or dbird@ajfcolorado.org.