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Charitable Remainder Trusts
Getting Started: Charitable Remainder Trusts
When you create a charitable remainder trust, you give money, securities or other assets to a trust you create that will then pay you an income for life or for a period of years (not to exceed 20).
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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.
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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.
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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.
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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.
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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.
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