Protect Your Assets

You can benefit from the tax savings that result from supporting Susan G. Komen Oregon and SW Washington 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 Komen Oregon and SW Washington:

A charitable lead annuity trust pays a fixed amount each year to Komen Oregon and SW Washington 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 Komen Oregon and SW Washington go up as well.

An Example of How It Works

Father smiling with childrenGeorge would like to support Komen Oregon and SW Washington 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 Komen Oregon and SW Washington 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.

Next Steps

  1. Contact Ann Berryman at 503-553-3675 or aberryman@komenoregon.org to talk about supporting Komen Oregon and SW Washington by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Komen Oregon and SW Washington in your plans, please use our legal name and federal tax ID.

Legal Name: Susan G. Komen Oregon and SW Washington
Address: 1500 SW First Avenue, Suite 270 Portland, Oregon 97201
Federal Tax ID Number: 93-1068897

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Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

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