Charitable remainder trusts

A flexible way to give, receive income and create a lasting legacy

A Charitable Remainder Trust (CRT) allows you to support Ascension Wisconsin Foundation while potentially providing income for you and your loved ones for a period of time. After the trust term ends, the remaining assets are distributed to the Foundation to support patients and families across our communities.

This option is designated for donors who want to make a meaningful charitable gift while retaining income from their assets.

Why donors choose a CRT

Provides income for you or beneficiaries for a set term or lifetime
May offer potential tax benefits depending on your situation
Can help diversify appreciated assets in a tax efficient way
Creates a future gift to support charitable priorities

How a CRT works

You transfer assets into an irrevocable trust
The trust pays income to you or other designated beneficiaries for a set period of time (or lifetime)
When the trust ends, the remaining assets to to Ascension Wisconsin Foundation
The structure is created with your attorney and financial advisor

Is this right for you?

A Charitable Remainder Trust may be a good fit if you:

Have appreciated assets you want to use more efficiently
Are seeking a way to generate income while giving to charity
Want to reduce potential tax impact on investment growth
Are comfortable using a more advanced estate planning strategy

Important note:

Charitable Remainder Trusts are complex and must be established with a qualified attorney. Your financial and tax advisors can help determine whether this strategy aligns with your overall financial goals.

Next steps

Review your financial goals. Consider how income, taxes, and charitable impact fit together.
Connect with your advisor. CRTs require legal and financial planning guidance.
Explore structure options. Your advisor can help determine the appropriate trust type and payout design.
Let us know. If you are considering or have an established Charitable Remainder Trust benefiting Ascension Wisconsin Foundation, we would be honored to hear from you. This is not legally binding and does not require financial details, it simply allows us to thank you and if you choose, welcome you into our Legacy Society.