A charitable remainder trust is a “split-interest trust” that pays income to the donor or other beneficiaries for life or for a specific term of years.
A charitable lead trust is a trust that pays income initially to one or more designated charities. At the end of the term, the remaining assets typically pass to heirs or other designated individuals.
If you have established or plan to establish a charitable remainder trust or charitable lead trust, there may be an opportunity to name Bishop John A. Marshall as a beneficiary, if the trust document permits this.
To learn more about using your charitable remainder and lead trusts or to notify us of your planned gift, please contact: Michelle Tomlinson, Development Coordinator at mtomlinson@bjams
Bishop John A. Marshall School does not provide legal or tax advice. Please consult your professional advisor prior to entering into any planned giving arrangement.