A charitable remainder trust (CRT) is a versatile giving tool that allows donors to support the Murray Education Foundation while providing financial benefits for themselves or their beneficiaries. By establishing a CRT, donors can receive income for a set period or for life, with the remaining trust assets directed to the foundation after the term ends.
This enables donors to create a lasting legacy by targeting programs or addressing specific needs within Murray City School District, such as scholarships, teacher resources, or innovative educational initiatives. A CRT combines philanthropy with financial planning, ensuring students benefit from enhanced opportunities while donors maximize tax advantages and long-term impact.
To work with MEF in setting up a Charitable Remainder Trust for a specific or generalized purpose, contact Doug Perry at dperry@murrayschools.org. He can help arrange a meeting to discuss wishes with the Foundation and a trusted financial planning advisor.