Where to Begin
Understanding a Charitable Remainder Trust
After completing the questionnaire, you’ll be able to set up a complimentary call with our expert team to review any questions you have about setting up a trust.
Key Benefits
Features of a Charitable Remainder Trust
Capital Gain Efficiency
Reduce or eliminate taxes on appreciated asset sales.
Year 1 Charitable Deduction
Deducts the present value of the charitable contribution in Year 1.
Predictable Income Stream
Receive steady payments monthly, quarterly, or annually.
Charitable Impact
Leave a lasting legacy by supporting your chosen causes.
Wealth Privacy & Protection
Safeguard assets and maintain privacy throughout the process.
Watch
A closer look at the Charitable Remainder Trust.
The information contained on this webpage is for informational and educational purposes only. The information should not be construed as legal, financial, or tax advice, or used as a substitute for such. Consult with an attorney, accountant, or other trusted professional if you have specific questions, or before implementing this information on your own.
Begin Your Journey
Answer a few simple questions to help us understand your needs — and begin building your personalized gifting strategy.
All information you provide will be kept strictly confidential, will never be shared and will be handled in accordance with our fiduciary duty to protect your privacy.