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Charitable Remainder Trusts

There are several variations of Charitable Remainder Trusts that can provide life income, income tax reductions, and many other incentives depending on how they are structured. They are most appropriate for donors who can afford six-figure gifts. Charitable Trusts work similar to gift annuities in that the donor may receive annual income, they often qualify for income tax deductions, they can couple the gift with the purchase of life insurance so their heirs also benefit, etc. However trusts are more expensive to setup, income is not guaranteed, but rates of return can be much higher than Charitable Gift Annuities.

 

John D. Pastorek, CFRE, President

Allegheny-Kiski Health Foundation
One Acee Drive, Suite 1
Natrona Heights, PA 15065
(724)294-3157

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