Charitable Lead Trust
You can benefit from the tax savings that result from supporting the Boca Raton Regional Hospital Foundation without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to the Boca Raton Regional Hospital Foundation:
A charitable lead annuity trust pays a fixed amount each year to the Boca Raton Regional Hospital Foundation and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the Boca Raton Regional Hospital Foundation go up as well.
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An Example of How It Works
George would like to support the Boca Raton Regional Hospital Foundation and receive tax benefits. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor’s recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George’s trust pays $60,000 (6% of the initial fair market value) to the Boca Raton Regional Hospital Foundation each year for 15 years, which will total $900,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $686,160. Assuming the trust earns an average 8% annual rate of return, George receives approximately $1,619,706 at the end of the trust term.
*Based on a 3.6% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
- Contact Michael Indiviglio, at 561-955-4142 or email@example.com, to talk about supporting the Boca Raton Regional Hospital Foundation by setting up a charitable lead trust.
- Please consider consulting with your attorney, accountant and financial advisor, as they will be equipped to provide valuable information that will help you achieve your philanthropic goals.
- If you include the Boca Raton Regional Hospital Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Boca Raton Regional Hospital Foundation, Inc.
Address: 800 Meadows Road, Boca Raton, FL 33486
Federal Tax ID Number: 59-2406425
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-HELP-FLA WITHIN THE STATE OR VIA THE INTERNET AT www.800helpfla.com. OUR REGISTRATION NUMBER IS CH2169. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.