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.
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 833-672-4255.