Charitable Remainder Trust (CRT)

Make a Lasting Impact

If you have built a sizable estate and are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life, or a predetermined period of time, from assets you give to the trust you create. After the term of the CRT ends, your gift supports the LSS Foundation.

Typically, there are two types of charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

Establishing a trust often requires minimum amount, typically $100,000 or more.

Please discuss with your advisors (financial, tax, legal) the opportunities afforded to your personal situation and how this option may benefit you and your beneficiaries.

Develop Financial and Estate Planning Goals

LSS co-creates with Lutheran Planned Giving of Wisconsin (LPGW) of the ELCA Foundation to help develop financial and estate planning goals that achieve our donors’ unique situations and passions. There is no cost or obligation. 

Get More Information

thumbnail_Paul Peterson
Paul Peterson

Reginal Donor Advisor

(262) 606-8993


Cory Anshus
Corry Anshus

Director of Donor Engagement

(414) 246-2319