Charitable Remainder Trusts (CRT)
Provide income now, leave a legacy later
A Charitable Remainder Trust can provide you or loved ones with income today and make a meaningful future gift to The Alexander Foundation. Your support helps children and families facing craniofacial challenges—and also helps us educate the public about the mistreatment of people with disabilities while advancing dignity, inclusion, and respect.
What is a Charitable Remainder Trust (CRT)?
Income first, charity later. You transfer assets to an irrevocable trust; the trust pays income to you or loved ones for life or a term of years, and the remainder goes to TAF.
Flexible structures. Choose an annuity trust (fixed payments) or a unitrust (percentage that revalues annually).
Potential tax advantages. May provide a partial income‑tax deduction and can help reduce capital gains when funded with appreciated assets. Consult your advisor.
Assets you can give. Cash, appreciated securities, and in some cases real estate or closely held stock (subject to review).
- Explore goals. Tell us about your objectives (income needs, beneficiaries, timing).
- Draft with counsel. Your attorney prepares the trust; we can share sample language and remainder provisions.
- Fund the trust. Transfer cash or assets; trustee sells/invests per strategy.
- Receive payments. Beneficiaries receive trust payouts; remainder supports TAF’s programs and public‑education work.
Need help? Email: donations@thealexanderfd.org
The Alexander Foundation is being maintained and controlled by the relatives of Alex Schon. None of the volunteers or family members are paid by the foundation. This means that all of the donations, except for a very minimal amount for supplies and tax work, are going directly to the foundation.