Charitable Remainder Trusts

You might be concerned about the significant capital gains taxes when selling an appreciated asset. If you've recently sold property and are looking for ways to reduce your tax burden this year while also planning for retirement, a charitable remainder unitrust could be a beneficial solution.

Flowchart: 

Donor funds a Charitable Remainder Trust with asset(s). The donor receives payouts, and Verbum Dei Jesuit High School receives the remainder at the end of the trust term.

How a Charitable Remainder Trust Works

By contributing cash, securities, real estate, or other valuable assets to a charitable remainder trust, you and/or your beneficiaries can receive an income stream for life or a set term of years. After the named beneficiaries have passed or the trust term ends, the remaining assets will be transferred to Verbum Dei Jesuit High School.