Turnkey Family Foundation Program

Gift Plans:
Charitable Trusts -
A Special Way to Fund A Family Foundation

The CRT Advantage™ is an excellent tool for couples and individuals with highly appreciated or low income-yielding assets, who want or need additional income for life. The trust works quite simply. You transfer money, stock, or other property* to your CRT Advantage.  This trust is tax-exempt, so when property sells, there is no capital gains tax.  Sale proceeds are managed or reinvested for growth and income.  The trust then pays one or more income beneficiaries (usually donor and spouse) an annual income for life.  The "advantage" over traditional charitable remainder trusts is that the "remainder interest" after the donors' lifetimes goes directly to The World Foundation™ for your family foundation-- creating a perpetual charitable account that provides ongoing benefits to your family selected charities. This is why we call it the CRT Advantage.

A foundation can bring your family closer together.

The life-time income stream can be a fixed dollar payout (Annuity Trust) or a fixed percentage payout (Unitrust). After the lifetime income payments have been made, the trust transfers whatever amount is left to the family foundation.

Benefits of a Charitable Trust:

• The plan provides excellent asset protection for the donor and his or her family.

• The trust creates an opportunity to increase diversification of investments.

• The CRT Advantage is used in conjunction with a family foundation at The World Foundation

• Investments within the CRT Advantage have an advantage. We use an investment method called the Investment Advantage™.  This method is designed to achieve higher fixed income returns.  
  
  *NOTE: There can be no express or implied agreement to sell the asset prior to transferring it to the CRT - the trustee must negotiate the sale agreement in order for the donor to receive the income tax deduction and not have to pay any capital gains tax when the asset is sold. 

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