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University Development

 

Charitable Remainder Trust

Our nation’s tax laws are designed to encourage and reward charitable donations. One of the most tax-advantaged gifts is the Charitable Remainder Trust (CRT). When you transfer an appreciated asset into a CRT at SDSU, you:

  • Receive an immediate income tax deduction
  • By-pass potential capital gains tax
  • Avoid the donation being subject to gift or estate taxes in the future

In return, the University agrees to pay you an income for life, often amounting to more than the value of the original donation. In short, the CRT can save current and future tax dollars, generate an increase in current income and result in a substantial gift to San Diego State.