Charitable remainder trust: how it works
You make a gift
  • Work with your attorney or charitable organization to establish a legal entity - a charitable remainder trust
  • Make an irrevocable gift by transferring an asset to the trust (NOT to the church)
You get a fixed income
& potential tax benefits

You receive:

A) a fixed or variable income for life.
What's the difference?

B) a potential charitable tax deduction for a part of the original gift.*

C) potential favorable tax treatment of part of the annual income.*

* Dependent upon several factors. Please request your own personalized sample proposal with your own specific details and benefits to share with your tax/financial/legal advisor.

Your Church receives the remainder

After your lifetime the remaining amount of the trust is distributed in a lump sum to your church. The church's use of these funds can be restricted or unrestricted.
Thank you for considering a charitable gift for your church.

Please consult with your financial and/or legal advisor.

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