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30 SAG-AFTRA | Summer 2015 | SAGAFTRA.org CHARITABLE REMAINDER ANNUITY TRUST HOW IT WORKS You can establish a Charitable Remainder Annuity Trust by irrevocably transferring assets to a trustee, who then makes fixed annual payments to you and/or other beneficiaries. At the end of the trust term, the assets remaining in the trust are distributed to the SAG Foundation. When you establish a Charitable Remainder Annuity Trust, you and the trustee agree to the amount of the annual payment to you and/or other beneficiaries. BENEFITS TO YOU - - - - - - Receive fixed annual payments for life. Pay no immediate capital gains tax on the transfer of appreciated assets. Lower your federal, and possibly state, income taxes with an income tax charitable deduction. Reduce or eliminate estate taxes. Diversify your investments. Make a generous gift to the SAG Foundation and assist, educate and inspire SAG-AFTRA members. 2 3 DONOR (YOU) ANNUITY TRUST INCOME TAX DEDUCTION & FIXED PAYMENTS REMAINDER TO THE SAG FOUNDATION GIFT OF ASSETS 1 THE PROCESS If you're interested, please contact the SAG Foundation at development@sagfoundation.org. sagfoundation.org CONSIDER ESTABLISHING A TO BENEFIT & SUPPORT THE SAG FOUNDATION For 30 years, the Screen Actors Guild Foundation has given over $17 million in financial and medical assistance to SAG-AFTRA families, offered over 5,000 free educational programs to union performers nationwide and read to more than 65 million children through its children's literacy programs. The SAG Foundation is a 501(c)(3) nonprofit and relies entirely on gifts, grants and donations to operate all of its free programming. You can help your fellow artists by considering a Charitable Remainder Annuity Trust.