Charitable Remainder Trust

By making an irrevocable gift of highly appreciated assets, you may discover you can get the best return for your money. By creating a charitable remainder trust you can...

• ...receive a charitable deduction on income tax.


• ...eliminate or reduce capital gains taxes.


• ...receive income for the lifetime of one or two people.


• ...reduce the “worry” of reinvestment and money management.


• ...most likely eliminate federal estate taxes.


• ...receive a Montana Tax Credit of $10,000 per individual or 40% of the charitable value (whichever is less) if gift is for a permanent endowment.


• ...establish a designated fund at the Boys & Girls Clubs Endowment Foundation through the trust..