Gifts That Pay You Income

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Charitable Remainder Trusts


This gift provides income for life for you and your family and reduces your taxes, while creating your legacy of doing His work for generations to come. A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.

There are 2 main types of CRTs:

Charitable Remainder Unitrust:

These trusts distribute a fixed percentage based on the balance of the trust assets (revalued annually), and additional contributions can be made.

Charitable Remainder Annuity Trust:

These trusts distribute a fixed annuity amount each year, and additional contributions are not allowed.

I invite you to contact me so we can chat about easy ways to make an impact at no current cost to you.

Have Questions? I'm Here To Help!

Ashley Hatch

Director of Donor Relations

(419)-479-3093

ahatch@toledosnd.org

This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.