Benefits
Charitable Remainder Trust
- Bypass Gain - trust sells property tax-free.
- Increased Income - trust pays a percentage of its value to the trust beneficiary.
- Charitable Tax Deduction - donor receives a current federal income tax deduction.
- Appreciated Asset Ideal - consider using stocks, mutual funds, un-mortaged real estate.
Typical Donor: A donor with cash, real estate or other appreciated property with a value of at least $100,000 who wants increased income.
To speak with someone personally about charitable remainder trusts, please contact an EFCA Foundation gift planner at (800) 995-8578 or foundation@efca.org.
Benefits
