In Touch Foundation

Charitable Remainder Trust

By establishing a Charitable Remainder Trust, you receive income for life or a term of years while ultimately helping to endow the Great Commission. You can fund a Charitable Remainder Trust with cash or appreciated securities. It is also the preferred vehicle for donating real estate. Trusts provide significant tax benefits along with lifetime or term income. Even if you have no funding or tax issues to resolve, Charitable Trusts can also be used as flexible, long-term planning tools for events such as planning for a family business succession or leveraging gifts made at death.

The trust’s annual payments are based on a fixed percentage of its value. Each year the trust’s assets are revalued and your income payment will change and may grow over time. Trusts can provide an excellent hedge against inflation if the trust principle increases.

• Individual trust where you receive a variable income for life or term of years
• Must be at least 50 years old
• Work towards endowing the Great Commission
• Variable income for life or a term of years based on a percentage of the trust value each year
• Income tax charitable deduction
• Preferred vehicle for gifts of real estate
• No capital gains tax on transfer of assets
• Flexibility to meet income needs

 Return to In Touch Foundation