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Charitable remainder trust

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  If you're 75 or over, you can create an important legacy through a charitable remainder trust. With a CRT, you keep the benefit of an asset, but transfer formal ownership to the CNIB Foundation, enabling you to enjoy your assets while making a lasting difference for future generations.

Creating a CRT can be complicated and it isn't for everyone. But for people in the right situation, it can reap great rewards. You’ll receive a charitable tax receipt for your donation. Plus, your gift won't be subject to probate. You can feel good knowing your legacy gift will make a profound difference for the CNIB Foundation and our clients for a long time to come.

Things to consider before making a charitable remainder trust:

  • A CRT cannot be changed or reversed, so we recommend you seek independent financial advice before making your decision.
  • The amount of the tax benefit from your CRT is determined by several factors. Our team can work with you and answer any questions.

Make a CRT

The CNIB Foundation is here to help you achieve your charitable goals. To make a CRT, you will need a lawyer or financial advisor. The CNIB Foundation is happy to help prepare you for these meetings so you can have a smooth CRT experience. If you don’t have a lawyer or financial advisor, we can help you find an experienced professional in your area.

Request more information

For more information on planned giving, contact Ruth D'Souza at 1-800-563-2642 ext. 7006 or ruth.dsouza@cnib.ca.

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