Charitable Remainder Trust

Planning for the future — for you and your community

Giving through a Charitable Remainder Trust allows you to receive income for the
rest of your life, knowing that whatever remains will benefit your community.

How it works
• You transfer cash, appreciated stocks, real estate, or other assets into a trust.
• You receive an immediate charitable tax deduction for the charitable portion of your
trust.
• The trust pays you or a beneficiary you designate regular income payments.
• Upon the beneficiary’s death or after a defined period of years, the remaining assets
in the trust transfer to the Foundation for Appalachian Ohio.
• We set up a fund in your name, in the name of your family or business, or in honor
of any person or organization you choose.
• We handle all the administrative details after the fund is established, issuing grant
awards to charities in the name of the fund.
• Your gift can be placed into an endowment that is invested over time. Earnings from
your fund are used to make grants addressing community needs. Your gift — and all
future earnings from your gift — is a permanent source of community capital, helping to do good work forever.