Charitable Remainder Trust

By making an irrevocable gift of highly appreciated assets, you may discover you can get the best return for your money. Through the creation of a Charitable Remainder Trust in the Boys & Girls Clubs of Yellowstone County's Endowment Foundation 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), and
  • establish a "Named" Endowment Fund to recognize a loved one.
To learn more about how this sophisticated investment option can benefit our Club members while providing you with significant tax benefits please contact our Vice President, Resource Development Karrie Owen at 406-294-4511 or send her an email using the form below. 

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