Charitable Remainder Trusts

 

By definition, in exchange for an irrevocable gift of cash, securities, or other assets, which has been placed into trust, an organization agrees to paythe donor and/or other beneficiaries an income stream each year for life, or for the term of the trust.

Attached below pleasefind printable brochures that explain Charitable Remainder Trusts in more detail.  We look forward to working with you in meeting your charitable goals.

Charitable Remainder Trust

Charitable Remainder Trust Frequently Asked Questions

Trusts in Financial & Gift Planning

The Charitable Lead Trust
 

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