Charitable Remainder Trusts
Convert highly appreciated securities or real estate into income for life. Your gift keeps our communities informed and connected with depth, context and stories about the human experience.
How Charitable Remainder Trusts Work
A charitable remainder trust lets you convert highly appreciated securities or real estate into income for life or a term of years without incurring capital gain tax when the asset is sold. The appreciated asset is transferred into an irrevocable charitable remainder trust and is then sold by the trustee. Charitable remainder trusts can also be funded with cash. The proceeds are reinvested, and you and/or another designated beneficiary(ies) receive income for life or a specified term of years. When the trust terminates, the remainder will be added to the KQED Endowment.
Selecting a Trustee
When you establish a charitable remainder trust you must select a trustee to administer the trust. KQED may serve as the trustee if certain requirements are met. These include: minimum funding amount, payout rate and the term of the trust.
We are always happy to consult with you and your advisor about the various charitable trust options and can provide computer modeling showing how the trust would work in your particular circumstances.
Calculate Your Gift
Create a personalized diagram of your income by clicking the “Personalize This Diagram” button.
Benefits
Get the satisfaction of making a significant contribution to the future of public broadcasting, in addition to these exclusive benefits:
- Income for life or a term of years
- Potential for low-yielding assets to turn into more income
- A significant income tax deduction
- No capital gain tax at the time of the gift if appreciated assets are used to fund the trust
- Potentially reduced estate taxes and probate costs
- Professional, personalized investment management and trust administration by TIAA Kaspick
- Membership in our Jonathan C. Rice Legacy Society
Request More Information
To request a brochure on charitable gift annuities and/or to receive a personalized illustration of the financial benefits of establishing a charitable gift annuity, contact us:
FAQs
What is KQED’s federal tax I.D. number?
KQED’s federal tax I.D. number is 94-1241309.
What is KQED’s legal name?
KQED Inc
What is KQED’s mailing address?
KQED Legacy Giving Department
2601 Mariposa Street
San Francisco, CA 94110
More Legacy Giving Options
Annuities
Get a charitable deduction and partially tax-free income for life with a charitable gift of $20,000 or more.
Wills and Living Trusts
Make a gift to KQED through your will or living trust.
Retirement Plans and Other Beneficiary Designations
Make a tax-advantaged charitable gift from nearly any financial arrangement that allows you to name a beneficiary.