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Thursday, September 9, 2010
Your Plan
 

California State University, San Bernardino welcomes you to view a personal color gift illustration. Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. As always, if you have questions as you develop information that fits your circumstances, the Office of Gift and Estate Planning is available to assist you further at 909/537-3521.


Select a Presentation

      Charitable Unitrust
  • Enjoy Increased Income with Tax-Free Sale plus Charitable Tax Deduction.
      Charitable Annuity Trust
  • Receive High Fixed Payments with Tax-Free Sale plus Charitable Tax Deduction.
      Gift Annuity
  • Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction.
      Deferred Gift Annuity
  • Benefit From Fixed Payouts beginning at a date more than one year from the gift.
      Sale and Unitrust
  • Receive Cash plus Increased Income from Trust! Charitable Tax Deduction Reduces Tax on Gain.
      Part Gift and Part Sale
  • Enjoy Substantial Cash and Save 50%, 70% or even 100% of Tax on Gain

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