Gift Planning

Charitable Remainder Trusts

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.

	Charitable Remainder Trusts: Getting Started Is This Gift Right for You? Case Study What If You Don't Need the Payments Right Away? 3 Ways to Fund Your Charitable Trust Choosing Your Trustee How to Complete Your Gift Action Items