CHARITABLE REMAINDER TRUSTS
A Charitable Remainder Trust (CRT) allows you to transfer assets to a trust, receive income for a specified period or for life, and then pass the remaining assets to Adoratio Foundation. This strategy
is ideal for donors with appreciated assets who want to avoid capital gains tax while generating income and advancing our shared mission.
With a CRT, you receive an immediate charitable income tax deduction, and the trust provides flexibility in how income is distributed to you. At the end of the trust term, your remaining gift helps parishes foster a culture of Eucharistic Adoration nationwide.
We strongly recommend consulting with your tax advisor to ensure your gift strategy aligns with your overall financial plan.
Questions? Contact Steve Phelan, Director of Mission Advancement
sphelan@adoratiofoundation.com or 785-534-0617
