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Charitable Remainder Trusts
- Getting Started: Charitable Remainder Trusts
- You can design a trust that supports our mission and meets your unique needs.
- Your Giving Lives On With Charitable Remainder Trusts
- What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It's called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.
- An Inflation Hedge for the Retired
- Are you interested in supporting our organization? Have you helped us in the past? It's very simple to help any charitable organization by employing a gift technique that can improve your income, save on income tax and help you avoid up-front capital gains tax on appreciated assets.
- The Annuity Trust: A Gift Opportunity That Helps Secure Your Future
- An annuity trust can provide you the security you seek from your investments while eventually providing our organization with a much-needed gift. If you are uncomfortable with other types of investment strategies, discover how this plan could be a secure, perfect fit with your unique financial and personal situations.
- Preserve Your Assets Through a Wealth Replacement Trust
- You can provide for your family and make a donation to us without placing financial burden on yourself.
- Why Use Trusts?
- Trusts offer a remarkably versatile way to broaden your estate plan, offering the potential for increased life income for yourself and loved ones, tax benefits and a means to support a favorite charitable organization.
- Add More Income to Your Retirement Years
- To have extra retirement income, you could hope for better returns on your investments, you could get a part-time job—or you could set up a charitable remainder unitrust that will support the important work we do.
- Unlock Your Income Power With a Unitrust
- Like many investors, you may find yourself in a dilemma. You would like to increase the income you derive from your investments, but you do not want to sell your growth stocks at a large profit because you will have to pay capital gains tax on their appreciation.
- Discover the Trust That Is a True Win-Win
- Have you ever heard the phrase, "giving away the tree while keeping the fruit"? Learn about a plan that promises you a life income (you keep the fruit) from assets you irrevocably put in trust now (give away the tree) for our future needs.
- Give Your Retirement Budget a Boost
- If you are looking for a way to boost your retirement income and save income taxes, look into what a charitable remainder trust can do for you and our organization
- You Can Create a Trust in Your Will
- Safeguard your family and your money, and ensure the future of your favorite charitable organizations, like us, by creating a trust in your will.
- How to Plan for a Financially Secure Future
- How much is enough for retirement? Learn how to boost your retirement income with a special kind of charitable trust.
- Add Years to Your Retirement Income
- Today's retirees are retiring younger and living longer than ever. Even those who retire at the traditional age of 65 should plan on living at least another 20 years. You should enjoy your retirement, not spend it worrying about finances and tax issues.
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