Charitable Trusts

Good If You...

• Wish to Donate a Portion of Your Assets or Estate to a Charitable Organization
• Want to Create a Long-Term Public Benefit While Also Preserving Assets for Yourself or Heirs
• Are Looking for Certain Tax Advantages¹

Features

• Established During Your Lifetime or Upon Your Death
• Flexibility to Transfer Assets at a Later Date or for a Certain Period of Time
• May Be Used to Create an Income Stream While Reducing Tax Liability

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