Charitable Remainder Trusts

Charitable Remainder Trusts (CRT’s)  have been in existence since 1969. These multi-faceted  trusts provide the following benefits:

  • Defers or eliminates capital gains tax
  • Provides present income tax deduction
  • Generates income stream
  • Payments can be a fixed amount or percentage of trust assets
  • Terms are made for beneficiaries' lifetime, up to a term of 20 years, or combination of both
  • USS Midway Museum receives the asset at the end of the trust term
  • The asset is removed from donor’s estate

Please click here to read a real-life example of how a CRT helped a donor and the USS Midway Museum.

  

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