Asset Sale to / Gift to the Keck School of Medicine of USC
for a Life Income Trust (Charitable Remainder Unitrust) at 7%

Download a PDF version of this form that you can print.

Note that you will need Adobe Acrobat Reader.

Comparison	Sale		Trust
Asset Value	$100,000		$100,000
Costs	$10,000		$10,000
Capital Gain	$90,000		$0
Capital Gain Tax	$18,000		$0
Net for Reinvestment	$82,000		$100,000
Income at 7% (C)	$5,740		$7,000
Charitable Deduction (Variable)			$50,000
Taxes Saved on Charitable Deduction			$15,000
Reinvest of Tax-Saving Income (7%)			$1,050
Total Annual Income	$5,740		$8,050
Income Increase			40%

The above numbers are variable, at the time of the gift, based on the size of gift, the percent income payout selected, the ages(s) of the income beneficiary(ies), and the donor's income tax rate.

« Back to Financial Resources