How to proceed

If you are interested in arranging a charitable remainder trust, please e-mail, call or write our office. We will help you determine the following.

  1. The projected ultimate gift to The Mother Church
  2. The lifetime trust payments you may expect
  3. Your income tax charitable deduction
  4. Your potential capital gains tax savings, if your trust is funded with stocks or other assets
  5. The potential income taxes on your lifetime trust payments

 

In order to give you the most accurate information, we will need you to share the following information.

  1. Whether you prefer fixed annual payments (the annuity trust) or variable payments (the unitrust)
  2. The value of the cash or assets you would use to fund the trust
  3. Your cost basis in investment assets that will be transferred to the trust
  4. The birth dates of the beneficiaries who will be receiving trust payments

 

You can contact our office at philanthropy@csps.com, by phone at 1-800-288-7155, extension 3288, or write to us at the address below. We look forward to hearing from you.

The First Church of Christ, Scientist
Philanthropy, P2-02
210 Massachusetts Avenue
Boston, MA 02115-3117 USA