Could we share with you the benefits of this gift plan? Please enter your name and email address. You may also ask a question in the comments section. Then select "Download" to view this informative brochure.
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!
Learn More »
Are you looking for a way to give and serve better? Would you like to simplify your annual and lifetime charitable giving? A donor advised fund (or DAF) might be a great solution for you.
Learn More »
Let us help you with your gift plans.
