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Charitable Remainder Trust

Benefits:

  • You can have the satisfaction of making an investment in the important work of the Canadian Diabetes Association now, but still retain the income earned from your investment.
  • You will receive a tax credit to use immediately, or carry forward for up to five years.
  • Your gift now can reduce the amount of probate and other expenses to your estate.

How it works:

  • You make a gift to the Canadian Diabetes Association.
  • You receive an immediate tax credit when the Trust is established based on your age and the amount you contribute to the Trust. The older you are, the higher the credit.
  • The assets in the Trust generate revenue through professionally managed investment in publicly traded securities and mutual funds.
  • During your lifetime, you continue to receive the annual income that is earned on the Trust.  You will be responsible for any tax that is payable on this income.
  • The original capital that you donate stays in the Trust for the Canadian Diabetes Association and cannot be used until you have passed away.

For more information, please contact: Lori Sussman, Director, Major & Legacy Gifts at 1-800-BANTING (226-8464) x 7121 or .


The Banting Circle is a very special group of our most loyal and dedicated donors. Donors who are leading the fight today and helping to create a world without diabetes in the future.

* Please Note: The information provided is general in nature and not intended to be a substitute for professional legal and/or financial planning advice. The Canadian Diabetes Association encourages all donors who are planning a significant gift to consult with their family and seek independent legal and/or financial planning advice.