A charitable annuity allows you to transfer money or property to a selected charity in exchange for a fixed income for your and/or a survivor’s lifetime.
A trust is an arrangement whereby money or property is owned and managed by one person (or persons, or organizations) for the benefit of another. Trusts are created by writing up a formal trust document that establishes that your property (of any kind) will be used for charitable intents and purposes. Charitable trusts can be designed to fit your own special needs. Choosing a charitable trust is like shopping for a new car—the right one depends upon your personal needs. There are many kinds of charitable trusts: Charitable Remainder Trust; Charitable Lead Trust; Charitable Annuity Trust, etc. Whatever type you choose, PLTS can be named as beneficiary of your trust.
Please let us know when you have named PLTS as a beneficiary in your Charitable Annuity/Trust. We would like to thank you for your generosity and to include you in our Remember the Future Society.
Be sure to discuss your intentions to name PLTS as beneficiary with your financial and legal advisors. For more information, contact the PLTS Office of Seminary Relations at (510) 559-2735, (800) 235-7587, or .