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Providing administration services for entities |
Phone: (314) 849-O741 Fax: (314) 849-O742 Contact Us by E-mail:
M. John BrugereThomas J. Ray, Jr.Charitable Remainder TrustsCharitable Lead TrustsPrivate FoundationsSupporting OrganizationsIrrevocable Life Insurance TrustsInvestment AssistanceQualifications, Thomas & JohnHome
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Charitable Remainder Trusts (CRTs)
A Charitable Remainder Trust is a special trust that pays income to the donor and/or to family members. After the trustee has made all of the income payments, the assets remaining in the trust are distributed to qualified charities. The donor has flexibility in determining what the income distributions will be, who will receive the income from the trust, and what charities will receive the assets when the trust ends. These trusts achieve several significant financial and tax goals including
-- bypassing capital gains taxes on assets contributed to the trust. -- increased income over the lifetime of the donor or other family members. -- an income tax deduction.
Planned Giving Concepts helps the CRT Trustee with these services as required:
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