You can help distribute millions of books to children in need across the U.S. while earning income from your gift.
You can learn more about these special opportunities in our free brochure, Simple Ways to Create Your Legacy, and other complimentary planning resources. These resources are just a click away!
Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) is an irrevocable trust that can provide tax‑favored income to you and/or other beneficiaries. These payments are either a percentage of the annual value of the trust, or a percentage of the original gift amount.
How it works:
- You transfer cash or an appreciated asset* into an irrevocable trust.
- The trustee then sells the asset, reinvests the proceeds, and you pay no capital gains tax on the sale.
- For the rest of your life (or a term of years), you and/or another beneficiary receive payments from the trust.
- After your lifetime, the remaining principal supports the mission of First Book.
Benefits to you include:
- You receive income for life for yourself or your heirs.
- You may receive a charitable income tax deduction for the charitable portion of the trust.
- You create a legacy that supports First Book’s mission to address systemic barriers to learning across the U.S.
*While real estate is commonly used to fund a charitable remainder trust, a wide variety of assets may be used, including cash, appreciated publicly traded or closely held stock, and certain other interests such as oil, gas, or mineral rights.
See Your Impact
Your support helps close the learning gap for children who are too often left behind. In communities facing systemic barriers, First Book delivers targeted programs and partnerships that bring opportunity into classrooms and help students feel seen and valued. Donors like you are leveling the playing field for children who need it most.
Our Team is Here to Help
Our experienced team is here to help you…
- Learn about special projects that align with your interests.
- Structure a donation that maximizes benefits for you and your loved ones.
- Stay up to date on how your gift is used.
- And more!