Transfer Appreciated Assets to a Charitable Remainder Trust and
Realize Tax Savings and Lifetime Income

Use this checklist to see if transferring appreciated assets to a charitable remainder trust is a good option for you.

Would you like to:

  • Sell your appreciated securities or real estate and avoid capital gains tax?
  • Receive lifetime income for yourself and/or a loved one?
  • Receive an income tax deduction?
  • Reduce or eliminate estate taxes?
  • Diversify your investments?
  • Make a difference in the lives of people with cancer, diabetes and other serious illnesses?
If you answered “yes” to any of these questions, transferring your appreciated assets to a charitable remainder trust (CRT) may be your answer.

Use the form on this page to request a complimentary example of your benefits. City of Hope’s expert planned giving team is ready to facilitate and simplify the process for you.

Investing in HOPE

Nancy and Chuck Trudeau, wanting to simplify their finances in retirement, donated an investment property to fund a charitable remainder trust. “We wanted to leave a legacy and ‘pay forward’ some of our blessings. City of Hope assisted us in funding research for pediatric cancer studies. A wonderful program and a great cause.”

How It Works

how charitable remainder trust works infographic table of Example income and Tax Deduction from Donated Appreciated Assets

*Illustration based on two donors, aged 78 and 68.

See Your Benefits