ANNUITIES & TRUSTS

Charitable Remainder Trust

 

A Flexible Solution to Fit Your Situation

 
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PLANNED GIVING

OVERVIEW

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

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Details

A Charitable Remainder Trust (CRT) offers you great flexibility in your stewardship planning. The CRT solution can provide investment of your assets and make payments to you (or those you designate) at regular intervals, providing a supplementary income. At the end of the trust term, the remaining balance goes to the ministry or ministries you choose.

Benefits

  • Give a gift that qualifies for a partial charitable tax deduction

  • Receive income at regular intervals

  • Name multiple beneficiaries to receive regular income payments

  • Choose from various investment model options

  • Reduce estate taxes and avoid capital gains tax

  • Keep the specifics of your CRT confidential

  • Distribute inheritance to your heirs gradually rather than all at once

  • Protect your CRT assets from being probated

Orchard Alliance will assist you with your stewardship goals as you use the resources God has given to provide for yourself, your family and the work of the Kingdom. We can serve as trustee, managing your CRT with your input, freeing you from an administrative burden and ensuring that you receive the maximum benefits for which you qualify.

For questions about a CRT, or to get started, please fill out the questions form below or call us at 888-689-6300.

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Questions?

Send us your Charitable Remainder Trusts questions

 
 
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