Charity Village® Research: Charitable remainder trusts as a planned giving option

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Charitable remainder trusts as a planned giving option
Audio interview with Adam Aptowitzer and Nicole Zummach
March 31, 2008

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a lawyer with the Ottawa-based law firm Drache LLP, offers advice on accepting and giving planned gifts. In this installment he explains what a charitable remainder trust (CRT) is, how CRTs are used in tax planning, and how donors can get tax credits now for shares donated after death.
Charitable remainder trusts as a planned giving option (MP3)
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Run time: 11:39 minutes
External Resources:
CRA planned giving policies
Canadian Association of Gift Planners - CAGP
CharityTax.com - Adam Aptowitzer's Online Office
Drache Charity Insights Newsletter
Do you have a burning question about charity law in Canada? Send it to editor@charityvillage.com. We may include it in an upcoming podcast.