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Charitable Trust Example

Tristan and Isolde, ages 68 and 65, own $250,000 in stock that they bought in 1975 for $50,000. Instead of selling it and reinvesting the after-tax proceeds of $210,000, they contribute the stock to a charitable remainder unitrust with a payout rate of 6% for their lifetimes and receive an income-tax deduction of $77,980. The trustee sells the stock (paying no tax on the gain), reinvests the proceeds, and earns a net total return of 8%. The trust pays Nan and Bob $15,000 (6% of $250,000) in its first full year. If the trust principal continues to grow by 2%, the payments will increase each year.

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Learn How

Tax ID Number: 91-0760426
To make a gift of stock, please contact Cossé International Securities with your name and the account number below.

DTC: 8153
Account: 011166771 (in the name of Seattle Opera)
Attention: Susan Arnold 
Phone: 206.624.6651
Fax: 206.682.0573

Or contact Jessica Breitbarth
Planned Giving Manager
206.676.5534
jessica.breitbarth@seattleopera.org

Photo Credit

Tristan and Isolde, 1998 © Gary Smith photo