Planned Giving
Charitable Giving Strategies
Ways to Give to the Mission of San Juan Capistrano
Charitable Giving
Join us and support the Mission of San Juan Capistrano! We have made it easy for you to understand the various estate planning methods on how to give. Here at the Mission, we know our philanthropists have a passion and a sense of duty to give back to society and tackle inequality. Selfless giving is the key motivation for our donors. Our donors help us do what we do! Here at the Mission, we help families in our community and leave a positive legacy.
Estate Planning with Philanthropy
Before you choose a way to give, it’s essential to understand the various revocable or irrevocable trusts and their charitable giving strategies.
Below are ways to make charitable giving part of your estate plan!
Ways to Give
Charitable Remainder Annuity Trust
A charitable Remainder Annuity Trust, aka, a CRAT is an entity that pays a fixed income to designated beneficiaries during its lifetime, and later, it goes to support the Mission. To put it simply, the trust lasts for the life of the grantor, at which point the remaining funds are donated to support the Mission of San Juan Capistrano.
Charitable Remainder Unitrust
When considering to donate to Mission San Juan Capistrano, a charitable remainder unitrust (CRUT) makes annual payments to beneficiaries during the life of the donor, and when they pass, the remainder of the trust goes to helping here at San Juan Mission. The payment to beneficiaries is calculated as a fixed percentage of the assets reaming in the trust. During the trust’s lifetime, the owner can top up the assets as he/she pleases.
Charitable Lead Annuity Trust
A charitable lead annuity trust, aka a CLAT, is a type of charitable lead trust which then makes fixed payments to a designated charity during its lifetime. The payment is in the form of an annuity. At the end of the CLAT’s term, any remaining assets in the trust are passed to beneficiaries or revert to the donor. Here at San Juan Mission, our planning team can assist you with the right gifting opportunity for you and your family.
Donor Advise Fund
Your irrevocable contribution to your donor-advised account is an irrevocable payment of personal assets. These assets could be cash or stock. Your contribution will be recorded as a donation and your donor-advised fund account balance. National Philanthropic Trust is open to all assets and can help you transform any asset into philanthropic wealth.
See more Charitable giving strategies and contact us today.