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.

The above information is not intended as tax or legal advice, and your tax treatment may vary depending on your circumstances. Please consult with your tax advisor.


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