Please Give Generously to St. Andrew's Resources for Seniors

Charitable Remainder Trust

Unitrust | Annuity Trust

A Charitable Remainder Trust is an ideal way to utilize non or low income producing assets and provide you and an additional beneficiary (optional), increased income for life or a specific term of years. To establish a Charitable Remainder Trust (CRT) you, as the donor, transfer assets such as cash, securities or real estate, to a trust credited by the donor. The CRT is an ideal way to receive a minimum of 5% income and use appreciated assets such as stock or real estate for funding. Much, if not all gains are avoided while increasing income and receiving a contribution deduction. Upon the death of the final income beneficiary, St. Andrew’s Resources for Seniors receives the remainder of the trust to provide for the needs of the older adults.

There are two types of Charitable Remainder Trusts:

Unitrust: Annual income is based on the fair market value of the trust as valued each January. Income can vary from year to year depending on valuation. Additional contributions are permitted with this type of trust.

Annuity Trust: Your annual income is a fixed percentage of the initial value of the trust. Your income remains constant throughout your life. No additional contributions may be made to a Charitable Annuity Trust.

For more information, please contact Kristen Canter,
Manager of Community Relations at (314) 726-0111 or by email at gifts@standrews1.com

You Can Make a Difference in the Lives of Older Adults

St. Andrew's Resources for Seniors Charitable Fund
6633 Delmar Blvd. St. Louis, MO 63130 phone: 314-726-0111 fax: 314-726-2773 Contact Us