Planned Giving

Charitable Remainder Trust

Charitable Remainder Trust graphic, How a charitable remainder trust works Individual Beneficiary Make a partially tax-deductible donation 1 Charitable Remainder 2 Trust Partial Tax Deduction (CRT) & Income Stream — You or your chosen beneficiaries receive an income stream After the specified timespan or the death of the last income beneficiary, the remaining CRT assets are distributed to the designated charitable beneficiaries 3 Charity 1 Charity 2 Charity 3 Source: fidelitycharitable.orgPlease contact Lizbeth Juarez at 205-665-6217 for more information.