Charitable Remainder Trusts

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Charitable Remainder Trusts

Two types of charitable remainder trusts, annuity trusts and unitrusts, may be attractive to those who wish to make a substantial gift to the Sisters of St. Benedict and at the same time enjoy tax and financial rewards. By creating a charitable remainder trust, you can provide for payments to one or more individuals for life or for a period of years, with the principal ultimately passing to the Sisters of St. Benedict. Trusts not only contribute to the future of the Sisters of St. Benedict and our ministries, but they are also beneficial to our donors. Trusts can be tailored to fit individual needs.

Annuity Trust — An annuity trust provides that a fixed dollar amount — equal to at least 5% of the value of the property you place in the trust — be paid annually to the income beneficiary you designate. Unlike the unitrust, the pay out does not change as the value of the trust changes.

Unitrust — Instead of paying a specific dollar amount to the income beneficiary, the unitrust provides that a specific percentage of the value of the property in the trust be paid annually. The minimum percentage is 5%. The payout will increase or decrease, depending on whether the value of the trust increases or decreases.

A minimum amount of $100,000 is required to establish a charitable remainder trust.

We recommend that you consult with your financial and/or estate planning advisor to fully understand the tax benefits of this kind of gift.

Your gift will have a lasting impact!

If you have questions, please contact

Paulette Campana, Major Gifts/Planned Giving Officer
802 E. 10th Street • Ferdinand, IN 47532-9239
812-367-1411, ext. 2632 or pcampana@thedome.org

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