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.

How it works

  1. Explore your goals. Tell us about your objectives: income needs, beneficiaries and timing. Email [email protected].
  2. Draft with counsel. Your attorney prepares the trust; we can share sample language and remainder provisions.
  3. Fund the trust. Transfer cash or assets; the trustee sells and invests per your strategy.
  4. Receive payments. Beneficiaries receive trust payouts, and the remainder supports the foundation's programs and public education work.

Information only. The Alexander Foundation does not provide tax or legal advice. Please consult your advisor.

Common questions

What is a charitable remainder trust?
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 The Alexander Foundation.
What structures are available?
An annuity trust pays a fixed amount; a unitrust pays a percentage of the trust’s value, revalued annually.
What assets can fund a CRT?
Cash, appreciated securities and, in some cases, real estate or closely held stock, subject to review.
Are there tax advantages?
A CRT may provide a partial income-tax deduction and can help reduce capital gains when funded with appreciated assets. Consult your advisor.

Two ways to take the next step

For families

You are not alone in this.

If your child has Cloverleaf Syndrome or another craniofacial condition and the bills are piling up, tell us what is happening. We help where we can, and we will point you to people who can help with the rest.

For supporters

Every dollar reaches a family.

Nobody at the foundation is paid. Apart from minimal supplies and tax filing, every gift goes to families, hospitals, schools and books that change how children treat each other.