The Annuity Trust
Suppose that you would like to receive a fixed and certain dollar income from your own separate trust for life and have the balance paid to Simpson at your death. You can, with a charitable remainder trust.

This is a trust you create to pay yourself a known annual income that is determined at the outset, based on your personal needs and circumstances. After your lifetime, the corpus of your trust goes to Simpson College as an enduring contribution to fulfill purposes you have designated.

The annuity trust is a plan authorized by tax law to encourage philanthropy. You are entitled to some very desirable tax benefits when you establish an annuity trust.

The Charitable Remainder Unitrust
A unitrust, which offers a variety of special features, gives you the opportunity to create your own investment program.

You establish a unitrust to provide yourself a life income. The amount you receive is a set percentage of the current value of the unitrust, determined annually. The percentage is based on your personal circumstances and needs.

After your lifetime, the principal of your trust goes to Simpson to fulfill your desire to support the College. To encourage your philanthropy, the federal government provides you with generous tax benefits.

The Charitable Lead Trust
Suppose you would like to give Simpson College an income from certain assets for a number of years. Then you want the principal to be given to your family -- or returned to you.

In a nutshell, that describes a charitable lead trust. You will enjoy valuable tax benefits without forfeiting the trust principal. Even more importantly, you will gain the personal satisfaction of supporting the college's needs during the coming years.

For more information on these trusts and other planned giving options, please contact Kelly Shaw, Director of Planned Giving and Leadership Gifts at (800) 610-6369.