Charitable Remainder Trust

The OJCF offers many innovative gifting opportunities, some of which have significant tax and estate planning benefits.  A great example is the option of a Charitable Remainder Trust.

The Purpose

To provide the OJCF with a gift in perpetuity of substantial value while retaining the benefit of an income equivalent from the property for life or for a specific period of time.

The Benefits To You

• During your lifetime or specified period of time, you may benefit from an annual income flow generated from the gift
• You will have the peace of mind of knowing that your gift is managed by professionals, with the capabilities of obtaining a higher return with relatively low risk
• Depending on the specifics of the Charitable Remainder Trust, you may have the opportunity of receiving a donation receipt immediately upon transfer to the trust, providing substantial tax savings to you
• You avoid the costs of probate

The Benefits To The OJCF

• Your gift guarantees a substantial gifting to the OJCF
• Your gift is managed by the OJCF
• Your gift increases the OJCF’s total capital
• Your gift helps the OJCF achieve its goal in ensuring to provide a permanent funding source to ensure that there will always be sufficient financial support for the continued development of a strong and vibrant Jewish Ottawa

For more information on Charitable Remainder Trusts or other planned giving options, contact Jared Isaacson, Assistant Director.