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).More
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.More
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.More
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.More
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.More
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.More
Gary Ozzello's 30 year association with Colorado State University has impacted his life so profoundly he took steps to ensure he repaid the favor. Gary knew he wanted to make a substantial gift to the University but not having the immediate capability to do so prompted some creative thinking...
