Oct. 9, 2009

Hello from Ohio University!

The first hints of fall have arrived on our beautiful Ohio University campus! Some of the leaves have started to turn and the air is crisp and cool; promises that fall is quickly approaching. This moment in between the seasons reminds us of beauty in transitions. Just as there are transitions between nature’s seasons, there are transitions between the seasons in our own lives. Each season brings with it a different set of goals and challenges, especially in financial planning. As you think about your goals for your family and legacy, take a moment to consider a charitable remainder trust. This versatile instrument can be a key part of an effective planning strategy.

As you read the articles below you may have questions about how a charitable remainder trust can benefit you and your loved ones. Please feel free to contact me for more information. I look forward to speaking with you!

Sincerely,

Kelli L. Bell
bellk@ohio.edu

back to top

Exploring the benefits of a Charitable Remainder Trust

A charitable remainder trust receives cash or property from a donor, makes payments for a life, lifetimes or term of years and then distributes the remainder to charity. A CRT is a solution when a donor wants to turn appreciated property that produces little or no income into a productive asset without paying capital gains tax on the sale of the property. Read more

Trust in the future
Charitable remainder trust provides improvements for the Southern Campus' Ohio Horse Park

In 2003, the Ohio University Southern Campus received a charitable remainder trust from Bob and Phyliss Steenbergen. But unlike most, this trust was not a cash gift. The Steenbergens put a creative spin on a gift by using 155 acres of land to fund the trust -- land that will expand the Ohio Horse Park. Read more

back to top