You can receive income for life, and reduce your taxes while supporting Carleton by transferring cash or assets to fund the trust. Not only does this pay income to you or your beneficiaries for life, but you also receive an income tax credit the year you transfer assets to the trust. The remaining portion of the trust, after all payments have been made, goes to Carleton.
- Receive income for life for you or your heirs.
- Receive a charitable income tax credit for the charitable portion of the trust.
- Create your lasting legacy with Carleton.
Please contact the Personal and Planned Giving Team at firstname.lastname@example.org or 613-520-3636 if you have any questions.