Charitable Trusts

A Charitable Remainder Trust provides a wide range of benefits and savings

These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:

1. The annuity trust pays you, each year, the same dollar amount you choose at the start.Your payments stay the same, regardless of fluctuations in trust investments.

2. The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

Should you have questions about making one of these gifts please contact:
‍‍Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org