Charitable Remainder TrustsResize 98

The Charitable Remainder Trust (CRT) is a tax-saving alternative for people who wish to give highly appreciated assets, such as, stock or real estate.

The CRT:

  • Provides a current income tax deduction
  • Defers capital gains taxes
  • Reduces or eliminates estate taxes
  • Furnishes an income stream
  • Gives benefit to GBSC

There are two types of CRTs:

  • Unitrust -Your income stream varies as the value of the trust changes. You receives payments each year, determined by multiplying a fixed percentage (chosen by you) by the fair market value of the trust’s assets valued each year.
  • Annuity Trust – Your income stream remains constant because it is based on a fixed percentage of the initial fair market value of the assets funding the trust.

Contact

Maria Stetler
Director of Institutional Advancement
(513) 721-7944 ext.1221

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