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Charitable Remainder Trust (CRT)

A Charitable Remainder Trust provides income to you or to other named income beneficiaries for life, a set number of years, or a combination of the two. The remaining amount is a gift to Mount Saint Joseph. Charitable remainder trusts can offer variable or fixed income and they can help avoid capital gains taxes as well as reduce income and estate taxes.

Benefits to the donor:

  • flexibility in choosing how income is distributed

  • donation helps in avoiding capital gains taxes and reduces income & estate taxes

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