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Charitable Remainder Trusts • protect your family first

This is an irrevocable trust that provides income for you and the Schools Foundation. You receive income for a specified period (or for life) from the trust and, upon your death (or the death of your spouse), the principal of the trust is passed to NLSF.

With a charitable remainder trust, you make a planned gift to NLSF and immediately receive the tax benefits. With funding from cash, securities or real estate you create a trust with NLSF as the beneficiary. You receive an income from the investments from the trust which you retain for life. Upon your death, or the death of your beneficiary, the remainder of the trust is passed on to NLSF.

Charitable remainder trusts offer various federal income and estate tax credits. In addition, if appreciated assets are used to fund a charitable remainder trust, you avoid capital gains tax.

Benefits to you

  • You receive a charitable tax receipt even though you have not given a direct gift.
  • If your charitable receipt exceeds the standard 75% of your net income, you can carry the excess tax credit forward for up to five years.
  • Although there is not a set standard amount for a charitable remainder trust, an investment of a minimum of $150,000 is often suggested.
  • You can support a Schools Foundation priority that meets your interest, such as financial awards, special initiative or program.

For more information

Crystal Dennison, Executive Director of Nanaimo-Ladysmith Schools Foundation, will work closely and confidentially with you and your advisors to ensure your planned gift suits your financial and philanthropic needs. Please contact Crystal at 250.753.4074 or

We work with: Cash donations, Memorial gifts, Endowment/Wills, Life Insurance policies, Securities
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