BequestIf you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.
A charitable gift annuity is a great way to support our mission while leaving a lasting legacy
IRA Charitable RolloverIf you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.
Charitable remainder unitrust for income. A charitable remainder unitrust pays you income that reflects the value of the trust's assets. Your income has the potential to increase over time as the trust grows in value.
How to select the right unitrust payout. There are several unitrust payout options to meet your needs. The best payout option may depend on the nature of the asset used to fund the trust. We would be happy to work with you and your tax advisor to determine which payout option is best for you.