Gift of a Charitable Remainder Trust

A Charitable Remainder Trust is created when you irrevocably transfer property, such as cash, marketable securities or real estate, to a trustee. You receive income from the trust during your lifetime and the property is transferred to JA Southern Alberta upon your death.  JA Southern Alberta will issue a charitable donation receipt for the value of the residual interest in the trust at the time it is established.

Benefits of a  Charitable Remainder Trust