Income to You:
Making a gift to a Charitable Remainder Trust or a Pooled Income Fund returns income to you in addition to income and estate tax benefits and bypasses capital gains taxation. The income you receive can be for your lifetime or for a period of years. In some instances, you may choose the amount of income you will receive.

Income to Charity:
Transferring assets to family members is subject to gift and estate taxes, perhaps as much as 55%. Through a Charitable Lead Trust you can reduce, even eliminate those taxes. In this vehicle you select an annual amount to be distributed to Old Mission San Luis Rey Historic Foundation, Inc. You also choose the number of years for the distributions. After the selected term, the assets in the trust pass to your family at substantially reduced taxes.

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Note that these gifts not only provide benefits to Old Mission San Luis Rey Historic Foundation, Inc, but to you as well. In many instances you will have the satisfaction of supporting the purpose of Old Mission San Luis Rey Historic Foundation, Inc, as well as qualifying for tax benefits.

Check with your professional tax advisor to determine the advantages available to you.