A Charitable Remainder Trust (CRT) is created by a transfer of assets to a trust that will pay you or another beneficiary income for life or for a period of years. At the death of the last beneficiary, the remaining property in the trust passes to AID Atlanta.
There are two basic kinds of CRTs:
Tax Advantages of a CRT
A Charitable Lead Trust (CLT) is created by a transfer of assets to a trust that will pay AID Atlanta income for a term of years. At the end of the term, you or a beneficiary receives the remaining trust assets. A CLT can be created during life or at death (under the terms of your will). This planned giving option is a great way to transfer assets to future generations while benefiting AID Atlanta today. The tax advantage is that it removes assets from your estate and minimizes your estate and gift taxes.
For more information on planned giving options, or to set up an appointment to explore how a charitable gift to AID Atlanta may fit into your overall estate planning, please contact Ed Doolittle at 404.870.7728 or firstname.lastname@example.org.
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1605 Peachtree Street NE, Atlanta, GA 30309-2955(404) 870-7700
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