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


  • 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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1 Consult a qualified tax professional for details.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit