Charitable Remainder Trusts (CRT)
There are a variety of charitable trust options which may benefit the future of the Sisters. One example is a Charitable Remainder Trust, into which you make a gift of cash or other assets. From the investment of your gift, the trust provides an income to you and/or a designated beneficiary for your lifetime or for a set term of up to 20 years.
You are entitled to a charitable deduction for a portion of the value of your gift into the trust. After your estate is settled, the remainder of your trust is distributed to Saint Agnes School.
Your financial planner can help you determine what type of charitable trust may be beneficial to you.
Contact us for more information:
651-925-8805 | Advancement@saintagnesschool.org