Charitable Remainder Trust

A Charitable Remainder Trust is the mirror image of the Charitable Lead Trust. Trust income is payable to you, your family members or other heirs for a period of years, and then the principal goes to your favorite charity. A charitable remainder trust can be beneficial because it provides you with a stream of current income — a desirable feature if there won't be enough income from other sources.

Relevant FAQs

What is an External Transfer and how do I sign up?

What is a scheduled transfer?

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