Skip navigation
Sign up for news and updates.

 privacy policy

Charitable Trust

Many projects are funded through planned gifts from sponsors and donors who have made a solid commitment to the children and families of Plan.
Many projects are funded through planned gifts from sponsors and donors who have made a solid commitment to the children and families of Plan.

Charitable Remainder Trust

A Charitable Remainder Trust (CRT) is an arrangement under which a donor irrevocably sets aside property for ultimate distribution to a charitable organization like Plan International USA.

A CRT makes payments to whomever the donor designates to receive the income. Payments may be a fixed dollar amount each year — an Annuity Trust; or the beneficiary may receive a fixed percentage — a Unitrust. If the gift is in the form of appreciated property, the donor may eliminate a capital gains tax. The donor may reduce or eliminate estate and inheritance taxes, and may also claim a federal income tax deduction for a portion of the gift.

At the end of the trust period, the property remaining in the trust (the charitable remainder) becomes the property of the designated charity.

Charitable Lead Trust

A Charitable Lead Trust provides a gift of an income interest to a charity for specified term in either a fixed amount or a percentage of the trust principal. The trust principal reverts to the donor or other designated heirs at the end of the trust term. The donor may claim a charitable income tax deduction or a charitable gift tax deduction, depending on the nature of the trust.

Contact us toll free at 1-877-906-3567 to speak with a member of our Planned Giving team for more information on the benefits of creating a charitable trust.