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HEADLINES:

With a Charitable Remainder Trust you receive income from the assets (cash, stock or real estate) placed in the trust, and after your lifetime the remaining balance supports the mission of the Order.  Some benefits are:

  • A partial charitable deduction, when you itemize
  • Up-front capital gains tax relief
  • Professional management of assets
  • Future estate tax relief

Questions?

If you have questions, please contact Sydney Willis, Stewardship Coordinator by email or phone at 202-331-2494, or a member of our Planned Giving Council.  We are here to help and will hold any discussions in confidence.