Charitable Remainder Trusts

Discover a Gift That Is Truly Win-Win

Looking for a way to give Roger Bacon High School a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:

  • A partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is re-determined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

Next Steps

  1. Contact the Office of Advancement at 513.641.1313 or plannedgiving/at/rogerbacon.org for additional information on bequests or to chat more about the different options for including Roger Bacon High School in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Roger Bacon High School in your plans, please use our legal name and Federal Tax ID.

Legal Name: Roger Bacon High School Address: 4320 Vine Street, Cincinnati Ohio 45217 Federal Tax ID Number: 31-0536691

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.