The Jewish Community Foundation of Montreal

APPROACH YOUR FUTURE WITH CONFIDENCE

“It's very gratifying to know I can leave a legacy and live my life without affecting my lifestyle. The Foundation showed me how to receive income during my lifetime and leave a meaningful, lasting gift to my community after."
- ABE ULAINE Z"L

LEAVE A LASTING LEGACY

The charitable remainder trust

Make a lasting difference in your community while ensuring financial independence for your lifetime. A charitable remainder trust (CRT) is a smart and tax effective way to leave a legacy without affecting your current lifestyle.

Make an everlasting difference in your community while ensuring financial independence for your lifetime. We can provide the expertise to meet your charitable and financial goals.

A charitable remainder trust (CRT) is a smart and tax effective way to leave a legacy without affecting your current lifestyle.

When you set up a CRT with the Jewish Community Foundation you get:

  • An immediate tax receipt
  • Assured guaranteed annual income for yourself and your spouse for the rest of your lives
  • The creation of a charitable fund in your name to support the institutions, programs or fields of endeavour most important to you.
  • Choices on how the capital will be used to help the causes you want to support.

 

Smart philanthropy starts here.

Contact us today to get started on your legacy.

 

FIND OUT HOW SMART PHILANTHROPY CAN WORK FOR YOU

Arrange a private consultation