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See which type of charitable trust best fits your estate plan with the complimentary guide Choose From 2 Win-Win Ways to Donate.

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You can benefit from the tax savings that result from supporting San Diego State University 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 SDSU:

A charitable lead annuity trust pays a fixed amount each year to SDSU 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 SDSU go up as well.

See the Difference You Can Make

Man smiling George would like to support SDSU 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 percent of the initial fair market value) to SDSU 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 $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.

*Assuming annual payments and a 3.2 percent charitable midterm federal rate.

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Next Steps

  1. Contact us to talk about supporting SDSU by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor. Let us know if you need a referral.
  3. If you include SDSU in your plans, please use our legal name and federal tax ID as listed below.
  4. Notify us of your gift.

Legal Name: The Campanile Foundation fbo San Diego State University
Address: San Diego State University, 5500 Campanile Drive, San Diego, CA 92182
Federal Tax ID Number: 33-0868418

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