Protect Your Assets

If you want to make an impact now at Soka University of America and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to Soka University of America for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

There are two ways that charitable lead trusts make payments to SUA:

A charitable lead annuity trust pays a fixed amount each year to SUA and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year to SUA 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 SUA go up as well.

An Example of How It Works

Father smiling with children George would like to support SUA and provide for his children. 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 $70,000 (7% of the initial fair market value) to SUA each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $955,700. Assuming the trust earns an average 6% annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

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Next Steps

  1. Contact Linda Kennedy at 949-480-4072 or lkennedy@soka.edu to talk about supporting SUA by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include SUA in your plans, please use our legal name and federal tax ID.

Legal name: Soka University of America
Address: 1 University Drive, Aliso Viejo, CA 92656
Federal tax ID number: 95-3909672

Discover More

See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

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Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit