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Charitable Remainder Trusts

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

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Looking for a way to give the Diocese of Fort Worth a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

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Learn How to Fund It

You can use the following assets to fund a charitable remainder trust:

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  1. Contact Patricia A. Miller, CFRE at 817-945-9441 or pmiller@advancementfoundation.org to talk about supporting the Diocese of Fort Worth by setting up a charitable remainder trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Diocese of Fort Worth in your plans, please use our legal name and federal tax ID.

Legal Name: Catholic Diocese of Fort Worth Advancement Foundation
Address: Fort Worth, TX
Federal Tax ID Number: #27-0518360

Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.

View My Free Brochure
Charitable Bequest Definition

A charitable bequest is one or two sentences in your will or living trust that leave to the Catholic Diocese of Fort Worth Advancement Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I, [name], of [city, state, zip] give, devise and bequeath to the Catholic Diocese of Fort Worth Advancement Foundation, the sum of $ _____________ or _________% of the residue of my estate for the benefit of [insert the name of a parish, school, the Diocese, seminarian education, clergy, Catholic Charities, or any other agencies or ministries you wish to support in the Diocese of Fort Worth].

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Diocese of Fort Worth or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Diocese of Fort Worth as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Diocese of Fort Worth as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

Charitable Gift Annuity Definition

A charitable gift annuity involves a simple contract between you and the Catholic Diocese of Fort Worth Advancement Foundation where you agree to make a gift to the Catholic Diocese of Fort Worth Advancement Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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