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Charitable Remainder Trust

Give a future gift to CHS that has benefits for you now.

When to consider a Charitable Remainder Trust

A Charitable Remainder Trust is a good choice if you have assets such as bonds, stocks, mutual funds or real estate that you’d like to give to the Canadian Hearing Society in the future, but you want the income it generates to support you or your heirs.

You receive the income or continue to use the property, and CHS receives the principal after a specified period of time.

How you’ll benefit

With a Charitable Remainder Trust:

  • receive a tax receipt when you transfer assets to a trust that names CHS as the capital beneficiary
  • receive lifetime income for you or your heirs
  • no probate fees and other estate costs
  • the trust remains your asset until death, at which point CHS will receive the “remainder” of the asset in the trust
  • beneficial treatment of capital gains
  • your gift can be honoured during your lifetime

A Charitable Remainder Trust can provide flexibility when planning your estate, allowing you to meet your obligations to loved ones while enabling you to leave a legacy to the Canadian Hearing Society.

How to establish a Charitable Remainder Trust

To establish a Charitable Remainder Trust, please complete a Letter of Interest and send it to the Vice President of Fundraising. [link to Letter of Interest-Planned Gift PDF]

For more information, talk with your financial or legal advisor, or contact the Vice President of Fundraising by e-mail or call 416-928-2500, ext. 343 or TTY: 416-964-0023.

Seek financial and legal advice

We strongly recommend you seek professional advice to ensure your financial goals are considered, your tax situation is reviewed, and your Planned Gift is tailored to your circumstances.


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