Charitable Remainder Trusts
If you are seeking a way to support The Episcopal Church in Wyoming while also receiving reliable income, a Charitable Remainder Trust (CRT) may be the perfect solution. This type of trust provides income for you or your loved ones, with the remainder going to support our mission after the trust term ends.
Give, and it will be given to you. A good measure, pressed down, shaken together and running over, will be poured into your lap.
(Luke 6:38)
Charitable Remainder Trusts: Support Your Church and Secure Your Future
A Charitable Remainder Trust allows you to make a significant gift to The Episcopal Church in Wyoming while retaining the benefit of receiving income from the trust for life or a set number of years. There are two main types of CRTs:
Annuity Trust: Pays a fixed amount each year, offering stable and predictable income.
Unitrust: Pays a variable amount based on a percentage of the trust’s assets, which is revalued annually.
These trusts can provide several benefits, including a partial charitable deduction, potential income tax savings, and the avoidance of capital gains taxes if funded with appreciated assets. At the end of the trust term, the remaining assets go to The Episcopal Church in Wyoming, supporting our mission for years to come.
How to Fund Your Gift:
Cash
Appreciated Securities
Real Estate
Closely Held Stock
Giving in Action
Next Steps
Seek the advice of your financial or legal advisor.
If you include The Foundation in your plans, please use our legal name and federal tax ID.
Legal name: The Foundation for the Episcopal Diocese of Wyoming
Federal tax ID number: 83-0322442
The information on this website was accurate at the time of posting. However, it is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.