Share Your Gifts While Saving On Taxes
Your investments have strengthened your family’s future and helped you achieve your goals. Now, let them keep working for you as you plan for what comes next. Setting up a charitable remainder trust (CRT) may be the perfect solution for you.
What is a charitable remainder trust?
A charitable remainder trust allows you to convert long-term appreciated assets like stocks, bonds, or mutual funds into a reliable stream of income for you, your family, or heirs, while avoiding capital gains taxes. Best of all, when the trust matures, any funds remaining in the trust will go to your favorite LCMS ministries.