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Charitable remainder trusts

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A common concern for many people, especially seniors, is that a large gift now or in their will may leave them or their loved ones short of future income. A charitable remainder trust (CRT) is one option for making a significant contribution while maintaining future financial security.
A CRT is any trust where all of a portion of the remaining trust assets are distributed to a charity at the trust's termination. For example, you may benefit greatly by transferring property to a trust that will eventually be a charitable gift to SFU.
If you’re considering a trust arrangement gift, we strongly recommend that you carefully review the implications with your financial advisor.  

Benefits to you

  • Gift is made during your lifetime or created through your will  
  • A charitable gift receipt provides tax savings
  • May permit gifting over time
  • Your gift is protected from challenges by other potential beneficiaries
  • Could result in favourable tax treatment of certain capital gains properties

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