Charitable Remainder Trust

A charitable remainder trust is a giving program that allows you to transfer cash, securities, and other appreciable property to a trust. The trust pays you or your chosen beneficiaries a percentage of the market value of the assets as re-valued each year. When the trust ends, the principal passes on to Global Exchange.

Benefits of Charitable Remainder Trust:
  • You receive an income tax deduction for a portion of your contribution to the trust.
  • You pay no capital gains taxes on the appreciated assets that you donate.
  • You or your designated beneficiaries receive income for life or for a specified number of years.
  • You can make additional gifts to the trust at any time and receive more income tax deductions.
  • You can choose how you want Global Exchange to spend your gift.
For more information on how you may benefit from a charitable remainder trust, contact your attorney or Ashley Cline at 415.255.7296 ext. 249 or ashley [at] globalexchange [dot] org