Gifts That Benefit Your Heirs

Many City of Hope® donors want to do more to help City of Hope, but also want to make sure their loved ones, especially children and grandchildren, are taken care of.

Charitable Lead Trust

A charitable lead trust allows you to reduce gift and estate taxes while controlling the timing of passing assets to your children and grandchildren.

You contribute securities or other appreciating assets to a charitable lead trust. The trust makes annual payments to City of Hope for a period of time. When the trust terminates, the remaining principal is paid to your heirs.

Benefits to You:

  • The present value of the income payments to City of Hope reduces your gift/estate tax.
  • All appreciation that takes place in the trust goes tax-free to your heirs.
  • The amount and term of the payments to City of Hope can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • You have the satisfaction of making a significant gift to City of Hope now that reduces the taxes due on transfers to your heirs later.

Gift Annuity With Two Beneficiaries

Charitable gift annuities are a popular way of providing financial security to a loved one. You make an irrevocable donation of at least $25,000 to City of Hope to create a gift annuity with two beneficiaries, for example, a spouse or adult child. You receive fixed annual payments — for as long as either beneficiary lives — at an attractive payment rate and a charitable deduction, too. Plus, you enjoy the satisfaction of making a gift that benefits you now and helps fund innovative research and compassionate patient care in the future.

Charitable Remainder Trust

A charitable remainder trust with City of Hope can provide you and/or other beneficiaries with income for life or for a fixed number of years. For your donation, which can be appreciated securities or real estate, you receive an immediate income tax deduction for a portion of your contribution to the trust and savings on capital gains taxes, too. You will also have the satisfaction of making a significant gift that benefits you now and City of Hope later.

With this type of gift you can:

  • Bypass paying capital gains on sales of appreciate stock and real estate.
  • Convert the full value of your asset into a lifetime income stream.
  • Receive a significant charitable income tax deduction.
  • Remove assets from your taxable estate.

Click here to learn more about using property to establish a charitable remainder trust. 

Gift of Retirement Plan Assets

Because retirement plans are taxed differently than most assets, they may actually become a tax liability. Naming City of Hope a beneficiary of your retirement account can be an attractive option for leaving a legacy and reducing income and possibly estate taxes for your loved ones.

Leaving a gift of retirement plan assets to City of Hope means that 100% of your gift will be used to help find cures and fund compassionate patient care.

Beneficiary Your Heirs City of Hope
Gift Amount $100,000 $100,000
Income Tax
(Est. 37%)*
$37,000 $0
Net to beneficiary $63,000 $100,000

*Tax rates shown here reflect 2018 tax law changes which are still current. Estate tax is not included because it applies infrequently.

Making City of Hope a beneficiary of a retirement account is easy. Simply ask your plan administrator for a beneficiary designation form and include City of Hope as the beneficiary of a specific percentage of the account value or as a contingent beneficiary.

Christine Rotgers, Legacy of Hope Society Member

— Christine Rotgers, City of Hope donor

From a Supporter Like You

“I have lost family members to cancer, so I wanted to do something to help find a cure and to help people with cancer. Maybe it will affect me one day, so there is even more reason to use my resources to advance research and patient care.”

Collage of City of Hope publication covers.

Complimentary Planning Resources

You can learn more about these special opportunities in our complimentary planning resources. These resources are just a click away!

Our Team Is Here to Help

Our experienced team is here to help you . . .

  • Learn about special projects that align with your interests.
  • Structure a donation that maximizes benefits for you and your loved ones.
  • Stay up to date on how your gift is used.
  • And more!