Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Learn
Charitable remainder trusts (CRTs) pay a prescribed amount to the donor over a set period of time with the remainder given to charity..

Apply
A CRT is a good option for those in possession of highly-appreciated assets that seek income and wish to donate to charity.

Achieve
An income stream, a tax deduction, and a charitable contribution at the end of the trust term.