CHARITABLE TRUSTS for the Foundation for Clinical Pastoral Education

Charitable trusts blend the desire to secure your own or your family’s financial future with your charitable intent for the Foundation for Clinical Pastoral Education.

A Charitable Remainder Trust will allow you to provide for income to one or more beneficiaries for a term of years or for their lifetimes. At the end of the term of the trust, the remainder will pass to the Foundation for CPE to enable the Association for Clinical Pastoral Education (ACPE) to carry on its educational mission which you value so dearly. A trust of this nature also provides you with favorable tax benefits. Such a trust can be written so that it pays a fixed annuity amount to your income beneficiaries or a fluctuating amount annually based on the growth of the assets. You may use cash or appreciated assets, including real estate, to fund a charitable remainder trust.

A Charitable Lead Trust is a gift option that provides a stream of income to the Foundation for CPE for the term of the trust. At the end of the term, the remainder value is usually paid to the donor’s heirs at appreciated values with favorable tax implications.

All trust documents should be drawn by your own attorney and under the advice of your financial advisors. However, for a personal evaluation of how a trust may be a beneficial way for you to make a gift to the Foundation for CPE, please contact Deborah Whisnand at 210-340-5713 or Deborah.Whisnand@FoundationforCPE.org.