A Bucket of Flexible Income

How it works

1. You transfer cash, securities or other appreciated property into a trust.
2. The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
3. When the trust ends, the principal passes to the American Red Cross.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• You pay no capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• You can have the satisfaction of making a significant gift that benefits you now and the Red Cross later.

For more information

Email us at grossa@arcla.org , complete the personal illustration form, or call Amy Gross, PhD at (310) 441-2685 so that she can assist you through every step of the process.