MAKE A GIFT THAT GENERATES INCOME DURING YOUR LIFETIME,

GIVE THROUGH A CHARITABLE REMAINDER TRUST

(Gift Range $100,000 or More)

The use of charitable remainder trusts (CRTs) is a popular way to make a generous charitable contribution, receive tax savings and provide an income stream for you and your family. While the concept of a charitable remainder trust is simple, there are details to be considered, so please consult with your own attorney and/or tax advisor before you decide what method of giving is right for your situation.

Don is getting older and wants to simplify his life. He owns a rental property that he wishes to sell, but he doesn’t want to pay the capital-gains tax. Don decides to give the property to a charitable remainder trust, the trust sells the property and bypasses or defers the capital-gains tax. In addition, he will receive (1) income for life from the investment or the proceeds of the property sale, (2) a tax deduction and (3) the knowledge that he has made a meaningful gift to support the future financial health of Livingston HealthCare.

CRTs can be funded with cash, appreciated securities, real estate, or other assets with a value of at least $100,000. For donors who wish to make contributions of cash or securities of lesser amounts and receive similar benefits, Livingston Healthcare Foundation offers Charitable Gift Annuities.

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For More Information

For more information on supporting Livingston Healthcare Foundation through a planned gift, please contact Jessie Wilcox at 406.823.6256 or by email at jessica.wilcox@LivingstonHealthCare.org. Livingston Healthcare Foundation is a fully qualified 501(c)3 charitable organization under IRS regulations. Donations are tax-deductible to the fullest extent provided by law.