Charitable Gift Planning

Charitable Gift Planning

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Charitable Remainder Unitrusts

CRUT Diagram

How it Works

  • You transfer cash, securities or other appreciated property into a trust.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiary(ies) you name.
  • When the trust terminates, the remainder passes outright to the charitable beneficiary(s) you name or to us to hold as an endowment for charitable causes you name.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no upfront capital gains tax on appreciated assets you donate.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


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Kentucky Baptist Foundation
P.O. Box 436389
Louisville KY 40253-6389
502-489-3533 | Fax: 502-489-3564



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