Charitable Remainder Trusts



How it Works Benefits
You transfer cash, securities or other appreciated property into a trust. Receive income for life or a term of years in return for your gift.
The trust pays a percentage of the value of its principal, which is valued annually, to you and/or your spouse, or beneficiary(ies) you name. Receive an immediate income tax deduction for a portion of your contribution.
When the trust terminates, the remainder passes to the Columbus Jewish Foundation to be used as you have directed. Pay no upfront capital gains tax on appreciated assets you donate.
You may make additional gifts to the trust as your circumstances allow for additional income and tax benefits.