Charitable Remainder Trust or Charitable Gift Annuity
These options let you support Chez Doris while maintaining your financial security. They are especially well-suited for those who wish to receive income during their lifetime while also planning a meaningful gift to be made after their passing.
Advantages
- You benefit from a stable income for life.
- You receive tax deductions, depending on your age and the amount donated.
- You leave a lasting impact without compromising your quality of life.
Explanations
Charitable Remainder Trust
- You transfer an asset (e.g., an investment, a property) into a trust.
- You continue to receive the income generated by this asset.
- Upon your death, the remaining capital is transferred to Chez Doris.
Charitable Gift Annuity
- You make a significant donation to Chez Doris.
- In return, you receive a guaranteed regular income for life.
- Part of your donation is eligible for a tax receipt in the year of the transaction.
- This type of gift is structured through a contract with Chez Doris.
Unlike a regular donation, a charitable gift annuity allows you to transform capital into a lifelong source of income, while also planning a meaningful philanthropic legacy.
How to proceed
Consult a professional (notary, tax advisor, financial planner) to evaluate the best option for your situation.
Contact our team to discuss your planned gift.
Example
At 72, Jean decided to transfer $100,000 into a charitable remainder trust. In return, he receives an annual income of $5,000 for life. Upon his passing, the remaining capital will be donated to Chez Doris. This type of planned gift gave Jean an immediate tax benefit and allowed him to support our mission during his lifetime—while ensuring his generosity will continue to make a difference for years to come.
