Charitable Gifts that Provide Income
Charitable Remainder Trusts
A charitable remainder trust is a separately managed trust with tax advantages that allows you to create a lifetime stream of income for yourself or loved ones. After transferring cash, securities, or other appreciated assets to a trust, a trustee invests the assets, and the trust pays income to you or to individuals you name for life, or for a set term of years. When the trust terminates, IFA receives the remainder.
The trust may be a charitable remainder annuity trust (fixed payments) or a charitable remainder unitrust (fixed percentage).
To learn more, please contact your attorney or accountant.
